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IT Support Services 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.
We’re here to help. Contact us for a consultation.
Application Hosting 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 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 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 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
QB Desktop, QBO
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O365
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INDUSTRY EXPERTISE
Expert Cybersecurity and IT Services for RIAs
We are passionate about helping financial advisors, portfolio managers, and those working in financial services navigate the technology, privacy, and security demands of the wealth management industry. For more than 20 years, independent registered investment advisors (RIAs) and other wealth managers have turned to Visory for technology and cybersecurity solutions that comply with regulatory guidance and scale to support their needs.
Cybersecurity & IT Management Solutions for RIAs
Stay Secure and Compliant with Visory
RIAs know that secure workspaces are non-negotiable, and that to maintain client trust, it’s essential to implement robust cybersecurity protocols. While you know you need to get it right, it can be difficult to know how to maximize resources to get the cybersecurity and technology you need. There are compliance issues to worry about, in addition to the rising threat of data breaches and cybersecurity attacks.
In today’s ever-changing environment, financial advisors want a technology partner that understands the business of financial advice, the role of a fiduciary and the need for flexible solutions that scale with their business and how they work. Like the clients they serve, advisors want a partner they can rely on and trust. Visory can be that partner, offering expert solutions and support for RIAs to ensure they are always protected and productive.
Visory's SecureWorkplace® Solutions for Wealth Managers
Visory SecureEndpoint
Visory’s Managed Detection and Response offerings feature three distinct packages tailored to suit your specific risk tolerances, providing comprehensive cybersecurity solutions for every level of threat readiness.
Visory SecureMFA
Secure access to your data, reduce the risk of compromise, prevent cyberthreats.
Visory SecureBackup
Backup your data for business continuity and compliance
Visory SecureFilter
A different approach to protecting emails
Visory SecureGateway
Secure single sign-on access for a connected world
Visory SecureTraining
Educate and train your most important and last line of defense – your people.
Visory SecureCloud
Take your business to new heights with Visory’s flexible hosting solutions
Visory SecureSASE
Secure connections for all your users, devices and networks
Need help finding the right solution?
We’d be happy to discuss your needs and make recommendations
WEALTH MANAGEMENT
Comprehensive IT Services
To provide excellent investment advisory and brokerage services, you need seamless, secure technology. Privacy, security, and compliance are essential in finance, and your clients trust you to manage their data securely. From privacy and security to compliance and the cloud, Visory has secure and efficient solutions to help firms of all sizes.
Services
IT Support and Services
Managed Services
Cybersecurity Solutions and Services
Compliance
IT Support and Services for Wealth Management
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.
Managed Infrastructure
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
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.
Managed Services for Wealth Management
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
Managed Infrastructure
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Virtual CISO Services
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
Cybersecurity Solutions and Services for Wealth Management
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Visory SecureTraining
Educate and train your most important and last line of defense – your people.
Visory SecureMFA
Secure access to your data, reduce the risk of compromise, prevent cyberthreats.
Secure Workplace
Learn MoreSecure Access Service Edge-SASE
Secure connections for all your users, devices and networks
Virtual CISO Services
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
Compliance for Wealth Management
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
RIA & Wealth Management Security Compliance Enforcement
Helping advisors with compliant security solutions for over 20 years.
Secure Workplace
Learn More
Want to learn more?
We’re here to help
Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.
SEC Cybersecurity Knowledge Hub
Your Guide to Understanding the SEC Cybersecurity Rules
To remain compliant in the face of the SEC cybersecurity rules, preparation is essential. Whether you’re seeking to understand the basics or require specific compliance guidance, Visory has you covered.
Cybersecurity Readiness Checklist
Does your RIA Check All These Boxes? Our checklist is a good place to start.
10 Steps to Establishing a Cybersecurity Policy
A general framework to get you started on the process of building a cybersecurity policy for your firm.
Cybersecurity Policy Timeline
Here’s a timeline to help you plan and implement a robust cybersecurity plan for your firm
Visory's CyberBros Tackle SEC Security
Cyber Bros Alert! Jeremy and Nick drop knowledge on SECure online living. Don’t be like Nick and stay vulnerable – fortify with Visory’s security solutions! 💪 #CyberSecurity #StaySECure
Visory's CyberBros Avoid IT Overload
Tech warriors, feeling the IT overload? 💻 Join the Cyber Bros, Jeremy & Nick, as they tackle the chaos. It’s like hitting the gym without weights – a total workout fail! 😅 But fear not, Managed IT by Visory is the solution! 🦸♂️💡 Let the pros handle IT while you conquer your challenges! 🚀 #ITOverload #ManagedIT #TechRescue
Visory's CyberBros Are In the Zone with Zero Trust
Welcome to the next Cyber Bros episode! In our Zero Trust Zone, Jeremy and Nick dive into the importance of skepticism in cybersecurity. Trust no one, they say! Discover how Visory’s solutions can help you stay protected even from those you trust the most. Don’t miss out on this cybersecurity journey! Stay safe, Cyber Surfers! #ZeroTrust #Cybersecurity #CyberBros”
CASE STUDIES
Related Work
Check out a few of our case studies to see how we’ve helped firms like yours navigate a range of technology and cybersecurity issues.
Wealth Management
Breakaway with ease
Visory helped a billion-dollar team breakaway and set up shop in record time, with no disruptions in data or operations.
Wealth Management
Sailing through the SEC audit
Wealth Management
Protection from ransomware attacks
After spotting suspicious cyber activity within seconds, Visory’s multi-step process of containment, removal and recovery kicked into overdrive to resolve it.
Wealth Management
Need for flexibility and security
A multi-billion dollar RIA aggregator was constrained by inflexible technology and vendor contracts, so Visory upgraded the firm to a secure technology backbone that could grow with the firm.
Wealth Management
Nemes Rush Family Wealth Management Thrives with Visory’s Comprehensive IT Solutions
Wealth Management
McClarren Financial Advisors Shifts to Visory for RIA-Tailored IT Solutions and Support
INSIGHTS
What We're Saying
Dec 12th, 2024
Protect Your Firm’s Future: E-Guide on Cybersecurity and Managed IT for RIAs
Cybersecurity and managed IT are no longer optional — they’re critical to the stability and success of Registered Investment Advisors (RIAs). Our latest e-guide offers
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
Oct 7th, 2024
Cybersecurity in Accounting & Wealth Management: Safeguard your Clients’ Most Sensitive Data
Trust and confidentiality are everything for accountants and wealth managers alike. Your clients rely on you to grow their investments and protect sensitive financial information.
Sep 30th, 2024
October is Cybersecurity Month: Simplifying Cyber Safety for Your Business
The barrage of information and media coverage around cybersecurity can feel overwhelming in today’s fast-paced digital world. Every headline seems to shout about the latest
Sep 26th, 2024
How Secure is your Wealth Management Firm? Essential Cybersecurity Strategies
As the wealth management industry continues to evolve, so too does the cyber landscape. For wealth managers, staying ahead of cybersecurity threats is not just
Sep 25th, 2024
Making Cybersecurity and Managed IT Part of your Firm’s Overall Value Proposition
In today’s rapidly evolving digital landscape, cybersecurity and managed IT are no longer just operational necessities—they’re vital components of your firm’s value proposition. Investing in
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