Call Today (913) 396-4600
IT Support Services
View All
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

We’re here to help. Contact us for a consultation.
Application Hosting
View All

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

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
View All
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

Let’s talk about keeping your business and your data secure.
View All
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

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 with Visory and industry-leading KnowBe4.

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats

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

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

Contact us to learn more about how we keep your business safe and in compliance
QB Desktop, QBO

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

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

Smart mobile devices have revolutionized the wealth management business, transforming the way advisors connect with clients and manage day-to-day firm operations. Today it is more common than not for registered investment advisors (RIAs) to use their mobile phones, tablets and other devices like computers. Without the right security in place, advisors who relish their “office anywhere” mobile environment may pay a hefty price for this convenience.

Advisors who would never think of using their CRM or other core business applications via an unprotected computer in the office balk when the talk turns to protecting mobile devices that access the same applications. The rationale for resistance tends to be that securing a mobile device will compromise the convenience of the device by slowing down access, which can be frustrating.

Web-based applications may help the business of wealth management be more efficient, but they are not secure. This means that the RIA is responsible for ensuring security on every device through which the application is accessed—desktop computers, laptops, smart phones, tablets, whatever. In the wrong hands, an unsecure tablet or smart phone has the potential to be the gateway into the financial lives of all the RIA’s clients.

Though mobile device security is a must-have, advisors have a couple of options on how to go about protecting firm and client data.

Dumb-Down The Devices

Mobile phones in particular are easy to lose, consequently, they are most likely to get hacked. In fact, Consumer Reports found that 3.1 million people had smartphones stolen in 2013 and an additional 1.4 million phones were lost and never recovered. That is why simply having the mobile phone password protected is not enough. Loaded up with the firm’s web-based applications, the lost device is a potential goldmine for cybertheives.

It can be extremely difficult for the RIA to protect every mobile device used to access the firm’s data. Consider the advisor who borrows their spouse’s mobile phone just to check on a client account because their device is out of juice. And then there’s the employee who is at home unexpectedly but is logging onto web-based applications from their personal laptop. In each of these instances, the user may be accessing firm data from an unprotected and unsecure device.

The RIA’s best safeguard is to remove all the firm’s web-based applications from all mobile devices. This means that the devices have only one application—the one that gets the user to the firm’s protected smart platform. The mobile device user goes through a secure connection protected with multi-factor authentication to log into the RIA’s secure platform. Once on the platform, they can get to any application they need through a centrally managed password vault and do not need to know the centralized credentials to do so.

By keeping their devices as dumb as possible, RIAs force staff to use the secured smart platform and protect themselves in the event devices are lost or stolen. Think of the difference between a remote control and a television set. The television set has the channels for the programs you want. The remote control allows you to operate the television set to get to those channels and programs, but you can’t use the remote control without access to a signal from the television. In other words, dumbed-down mobile devices (the “remote controls”) do not provide advisors and employees access to the needed applications (“channels and programs”) unless they are logged into the firm’s smart platform (“the television set”).

What We’re Saying
Sep 25th, 2023
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
In our increasingly digital world, cybersecurity has become a top priority for Registered Investment Advisors (RIAs) and financial professionals. As we prepare for the forthcoming
Aug 22nd, 2023
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
In an age defined by technological progress, the financial industry has embraced digital tools and platforms like never before. This transition, while empowering, has also
Jul 20th, 2023
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other
Jul 13th, 2023
AI Will Heighten Cybersecurity Risks for RIAs
As technology advances, so do the threats posed by cybercriminals. The wealth management industry in particular is facing amplified risks due to the introduction of
Jun 22nd, 2023
Establishing a Robust Cybersecurity Policy for RIAs
In today’s digital age, Registered Investment Advisors (RIAs) face an ever-increasing risk of cyber threats. As the financial industry becomes more reliant on technology, it
May 31st, 2023
A Functioning Cybersecurity Stack: Ensuring Firm Security and Regulatory Compliance for RIAs
In the realm of investment advisory firms (RIAs), the significance of robust cybersecurity measures cannot be overstated. As businesses navigate the digital landscape, protecting sensitive
Copyright ©2023 Visory. All rights reserved.