Overview
Upon its establishment in 2021, Nemes Rush faced the initial hurdle of setting up offices from scratch, particularly addressing the technology aspect encompassing laptops, desktops, printers, firewalls, and more. Following an extensive vendor search and due diligence, Visory emerged as the optimal choice.
Tim Rush, partner, said, “The local firms we considered did not have a lot of experience with RIAs, which was important to us. At the end of the day, we chose Visory. Communication with Visory is excellent. We are never left hanging.”
Visory swiftly executed the technology setup. The procurement of equipment, installation of software, and addressing all other setup issues were accomplished with precision. The firm’s technology was fully operational by Saturday evening, two days ahead of schedule.
Solution
- Full managed IT services
- Secure WorkPlace®
Outcome
Impact on Operations
- Initial setup complete ahead of schedule
- In-person onboarding to answer any issues
- Strong communication and responsive support eliminates downtime
- Peace of mind: technology is not a concern
Cybersecurity Purpose-Built for RIAs
- Comprehensive solution with dashboard reporting
- Smooth sailing during recent SEC cybersecurity audit
The stability provided by Visory’s end-to-end technology solutions allowed Nemes Rush and Visory to focus on growth. With AUM increasing by $150 to $200 million annually, the firm credits Visory for being a reliable partner that eliminates technology concerns.
Get in touch with us
Have questions about how Visory’s IT support and cybersecurity solutions can help your firm? Fill out our contact form below to get started.
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