The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Bypass the wait time and access Visory’s Obsessive Client Support®
Take your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
IRS 4557 and the FTC Safeguards Rule
Complying with state and federal privacy regulations and more
Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Arguably two of the most important and interrelated business practices for any RIA are those firms that support compliance and technology. However, often, you find firms taking a silo service approach, resulting in the RIA not effectively managing either of these critical functions.
System intrusions and data breaches have plagued the financial services industry in recent years and this will only continue. As regulatory scrutiny of RIAs increases, advisors need more than off-the-shelf infrastructure offerings to ensure they are protecting firm and client data to the best of their ability. Aligning compliance and technology partners to make sure these efforts complement each other is a critical step in this process.
The internet and electronic communications are integral to how RIAs do business and interact with clients, making the cybersecurity policy a necessary defense against bad actors. Most cyber events are caused by carelessness, ill-will or lack of training, but malicious attacks can come from anywhere. This includes cybercriminal and hactivists, competitors, vendors, and even firm insiders or employees. Having an established and well documented cybersecurity policy is the first step in this process.
Unfortunately, most RIAs lack an enforceable and manageable cybersecurity policy within their overall compliance manual because most compliance firms are not experts in technology. Even when a compliance team is very knowledgeable in the technology space, they have no way of enforcing the policy. As found in the OCIE’s 2017 summary of observations, firms did not enforce their own policies and procedures, or the policies and procedures did not reflect the RIAs actual practices. This makes them easy targets in an age where cybercriminals are running highly sophisticated and highly lucrative operations. Without a multi-faceted program in place, cybersecurity becomes a game of Whac-A-Mole, with reactive responses rather than proactive solutions.
With the right technology partner, RIAs can better understand their unique risks and implement policies procedures, training, assessment and the best tools to mitigate cybersecurity risks. By weaving cybersecurity protocols into the fabric of daily operations, the policy protects and monitors access, data storage and transmission from the RIA perspective.
The bottom line: By having both compliance and technology firm’s efforts in sync and working together, ultimately everyone benefits—RIA owners, staff, and clients, and allows advisors to focus on doing what they do best.
Read our most recent whitepaper The Cybersecurity Policy Upgrade Imperative for RIAsThe Cybersecurity Policy Upgrade Imperative for RIAs to learn how you can best align compliance and technology.
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.