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IT Support Services
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Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

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Application Hosting
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QuickBooks Online

Bypass the wait time and access Visory’s Obsessive Client Support®

Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

Sage

The same Sage you work in every day, only better

GoldMine

An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

Tax

Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
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Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Let’s talk about keeping your business and your data secure.
Cybersecurity
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

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

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
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Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

Other Businesses

Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

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

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries, has been named the 2022 Corporate Partner of the Year by the Dallas/Fort Worth, Texas chapter of the Financial Planning Association (FPA Dallas/Fort Worth).

True North Networks, which was renamed Visory earlier this year, has been a platinum sponsor of FPA Dallas/Fort Worth since 2018. FPA Dallas/Fort Worth works to foster excellence in the practice of financial planning and promote the value of the Certified Financial Planner® (CFP®) designation in the Dallas / Fort Worth area. The chapter educates consumers on the value financial planning to consumers and supports current and prospective CFP® licensees who are a part of this growing profession.

“It is an honor to be associated with the great work that FPA Dallas/Fort Worth is doing to raise awareness about the financial planning profession,” said True North Networks founder and Visory Chief Strategy Officer Steven Ryder, who accepted the award on behalf of the company at a recent FPA Dallas/FPA chapter event. “We are committed to working with financial planners by offering comprehensive technology support and cybersecurity services so they can focus on their business and help individuals and families achieve their financial goals.”

“Steve and his team have been an incredible resource for our members through the years, and we are thrilled to recognize Visory for their work with our chapter,” Melisa Hall, Executive Director of the Financial Planning Association’s Dallas/Fort Worth Chapter.

Visory emerged from the combination of three technology and cybersecurity companies – True North Networks, RightSize Solutions and Swizznet. The merger brought together complementary capabilities and deep resources in enterprise-grade technology solutions and cybersecurity services for financial advisors, accounting and construction firms, and other small- and medium-sized businesses.

About Visory

Visory is the hands-on technology partner for independent financial advisors, accounting firms, construction firms and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help firms grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.

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