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.
Application HostingBypass 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
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
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
In today’s blog, Brian Young, Vice President of Advisor Services at AdvisorAssist, shares their latest Whitepaper entitled ‘Prevent, Detect, Correct, An Overview of Annual CCO Reports for RIAs. As a registered investment advisor, you are required to adopt and implement written policies and procedures that are reasonably designed to prevent, detect, and correct violations of the Investment Advisers Act of 1940 and/or the various state regulations. Furthermore, these policies and procedures are expected to be dynamic and evolving based on changes in regulations and your business activities, as well as constantly improving as your firm matures.
The whitepaper also includes an overview of an RIA’s Annual CCO Report. This report is a formal document that is intended to memorialize your efforts to monitor activities related to regulatory compliance, test the efficacy of your procedures and controls, and seek opportunities for improvement.