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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

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GoldMine

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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

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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

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Protection where people and their machines intersect

Multifactor Authentication

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

Email Filter

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Secure single sign-on access for a connected world

Backup

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SecureCloudDrive

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SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

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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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O365

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Sentinel One

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Lorem Ispum Dolor Software CTA

Get prepared for sweeping compliance changes coming in 2025. This exclusive webinar, moderated by Visory’s Claudia Lunsford and Tammy Jutras, Director of Cybersecurity Services at Visory, will feature guest and compliance expert Leila Shaver of My RIA Lawyer complex regulations into actionable steps. From updated SEC rules and enhanced AML requirements to critical cybersecurity protocols, you’ll gain practical insights to protect your RIA and streamline your processes.

Get ahead of upcoming regulation, understand the impact of presidential policy shifts, and ensure your firm is ready to thrive in the new year.

Learning Objectives:

  • Understand Key 2025 Updates: Learn about important changes to SEC rules, AML regulations, and cybersecurity requirements.
  • Streamline Compliance Processes: Discover simple, practical steps to create and manage effective compliance policies.
  • Boost Cybersecurity Preparedness: Identify actions to improve your firm’s cybersecurity and meet disclosure rules.
  • Navigate Regulatory Shifts: Explore how SEC leadership changes could impact compliance priorities.
  • Build a Compliance Plan: Develop a clear, actionable plan to align with your firm’s growth and reduce risk.

This webinar, led by the dynamic and highly regarded Leila Shaver, will equip you with the essential knowledge and practical tools to navigate the evolving regulatory landscape confidently. Known for her engaging personality and expert thought leadership, Leila makes even the most complex compliance challenges simple and approachable. Don’t miss this opportunity to learn from a top industry expert, simplify your compliance strategy, and future-proof your RIA for success!

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