IT Support ServicesThe 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.
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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
Managed ServicesWe’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
CybersecurityWe’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
ComplianceIRS 4557
Complying with state and federal privacy regulations and more
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The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors is the key to securing sensitive client data and fostering client trust.
Enhanced Data Security: Certification signifies a commitment to maintaining rigorous data protection measures. For RIAs, entrusted with a wealth of confidential financial information, having a certified vendor ensures that client data is safeguarded against unauthorized access and potential security incidents.
Client Trust and Confidence: In the financial realm, trust is paramount. RIAs, managing clients’ investments and financial well-being, need to demonstrate an unwavering commitment to data security. SOC 2 Type II certification acts as a visible symbol of this commitment, instilling confidence in clients that their sensitive information is handled with the utmost care and security.
Mitigating Cybersecurity Risks: The financial sector is a prime target for cyber threats. SOC 2 Type II certification involves rigorous testing over an extended period, ensuring that cybersecurity controls are not only in place but also operate effectively. This proactive approach helps RIAs mitigate potential cybersecurity risks, staying one step ahead of evolving threats.
Strategic Move in the Financial Landscape: The financial services industry is continually evolving, and so are cyber threats. Choosing a cybersecurity vendor with SOC 2 Type II certification is a strategic move for RIAs. It not only aligns with industry best practices but also positions them as leaders in prioritizing data security and compliance.
SOC 2 Type II certification is not just a checkbox; it’s a strategic investment in the future of RIAs. It ensures enhanced data security, builds client trust, and fortifies RIAs against the ever-growing landscape of cyber threats. In an era where trust is paramount, this certification sets RIAs on a path of resilience and client satisfaction.
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Ready to find out more about how Visory’s SOC 2 Type II certified cybersecurity solutions can help your firm? fill out the form below to get started.
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Compliance
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
Cybersecurity Solutions and Services
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Managed Services
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
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