Call Today (888) 252-2990
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

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
View All
QuickBooks Online

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


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 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 your data for business continuity and compliance


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


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

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

The Covid-19 pandemic has given advisors greater appreciation of their need to be flexible and accessible in their working arrangements—and at the same time, for their technology to be safe and secure. We are going to be shifting to a “new normal.” That might mean gearing up for life back at the office, or it might mean working from home for the foreseeable future.

In any case, the way RIAs manage their tech stack security must be consistent. By now, advisors know they must apply the same rigorous policies and protocols they used at the office to the remote computer networks they’re tapping from home. Cybercriminals didn’t go on hiatus when the coronavirus struck; in fact, there has been a dramatic uptick in phishing e-mail attempts against RIAs since March, when the pandemic forced many workers to go home.

The pandemic has shown RIAs that they need a way to operate using the end devices and power available at their homes. What may come as a surprise—and perhaps a relief—to RIAs is that there is quite a bit of flexibility in how their cybersecurity can be achieved remotely.

It starts by thinking through their firms’ tech stacks and taking an umbrella approach to bringing users and devices into the “social pod.” This popular terminology describes a closed loop of small groups that have agreed to interact exclusively during the pandemic.

Until recently, most RIAs typically managed their technology in one of two ways—either through a virtual cloud environment or through individual workstations. Each model has its own pros and cons when it comes to data security, speed and flexibility. For instance, bandwidth and speed issues can make collaboration on documents and in-office workstreams difficult to maintain in many home-based work environments. It may be easy to say that the remote log-in or virtual cloud environment is best, but it might not be practical for everyone at home since staff members likely have different degrees of bandwidth and Wi-Fi capabilities.

Enter The Hybrid Tech Environment
But there’s a third way—a hybrid approach—that offers the best of both of worlds. Here, advisors and firm staff operate off of a combination of centralized and decentralized environments simultaneously, which can be critical in remote work circumstances where bandwidth capacity and devices may be an issue.

Say an RIA uses a fintech or custodian application using a secure Citrix connection, which requires a known computer or IP address to access. Using a centralized, highly secure environment with special connectivity solves for this. But it also requires a considerable amount of bandwidth.

The hybrid approach allows advisors and their teams to collaborate using their tools and desktop applications in combination outside of the firm’s centralized private cloud, and also maintain a highly secure and compliant environment without sacrificing data transmission speed or quality.

Though “going hybrid” may make the most sense, it does not mean firms can simply put a software agent—or access control application—on any device they choose and in an instant make all access to information, data and applications secure.

In fact, the hybrid approach requires a high level of management to secure the firm’s data and devices from potential breaches and to remain compliant. This means every single end device being used by advisors and staff must be known and encrypted and meet compliance policies.

What We’re Saying
Jun 13th, 2024
Revolutionizing Accounting with AI: Insights from Dawn Brolin
The integration of AI into our workstack is not just innovative; it’s essential for staying ahead. Dawn will share her invaluable insights on how AI
Apr 30th, 2024
Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
In the fast-evolving world of accounting technology, cybersecurity and data management are paramount. Dawn Brolin, a respected CPA and an innovative thought leader in the
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 29th, 2024
Managed Services IT vs. In-House IT: Which is Best for Your Business?
Managed services IT and in-house IT can achieve similar results, but deciding between them is a critical business decision that goes beyond selecting an IT
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Jan 8th, 2024
A Secure Start: Why it’s Essential to Review your Cybersecurity Strategies with your Managed Service Provider in the New Year
Reflecting on our cybersecurity strategies is crucial as we usher in a new year filled with possibilities and opportunities. The digital landscape is constantly evolving,
Copyright ©2024 Visory. All rights reserved.