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Case Study

Breakaway with ease

Client
Billion-dollar Midwest RIA
Industry
Wealth Management

Visory helped a billion-dollar team breakaway and set up shop in record time, with no disruptions in data or operations.

Overview

A billion-dollar team in the Midwest associated with a national independent broker dealer planned to set up their own shop, but 25 days out from their start date, they had not made decisions related to technology, their operations or transferring client data securely. They were unsure of their next steps because their employer had handled everything for them in the past.

Solution

Our team guided them through the entire process of purchasing, installing and managing all their technology. We set up and secured their operations with the right cybersecurity, and ensured that their client data transferred seamlessly, securely and without disruption.

Outcome

The team parted ways with their employer on Friday at 5 pm, and all systems went dark. On Monday at 8 am, they were up and running without any incidents or blips in operations.

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Services Used in this Case Study
Sage

The same Sage software you use today, only better.

Visory SecureTraining

Educate and train your most important and last line of defense – your people.

Need help finding the right service?
We'd be happy to discuss your needs and make recommendations.
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