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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

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

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

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.
Compliance
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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
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About Visory

Visory is a hands-on technology and cybersecurity partner for financial advisors, accounting and construction firms, and other businesses. We combine our deep knowledge of the best business-oriented technology and software with proven industry expertise, delivering thoughtful solutions and support that help our clients thrive.

In 2022, Visory emerged from the combination of three distinct IT and cybersecurity brands – RightSize Solutions, True North Networks and Swizznet. The merger brought together complementary capabilities and deep resources in enterprise-grade technology solutions and cybersecurity services, which are typically out of reach for most professional and financial services firms, and other small- and medium-sized businesses.

Visory offers clients the most flexible enterprise-level technology and cybersecurity solutions that scale to support them as they grow. Our team of professionals draws on our extensive technical knowledge and our industry expertise to help clients evolve through digital transformation.

Our Mission

Our mission is to deliver secure, world-class technology solutions with urgency and expertise.

We strive to do this everyday by empowering our clients to be more productive using innovative technology that’s secure and simple to use.

Our Core Values

When you work with a Visory professional, our goal is make sure you experience our core values at every turn. At Visory, every employee is committed to:

Service: Obsessive Support® sets us apart
Integrity: Put clients first and do the right thing
Innovation: Embrace the best in technology and security
Extraordinary Experience: Strive for the “Wow!”
Teamwork: Achieve more together

Obsessive Client Support®

We place a premium on serving our clients well – exceptionally well. Our team of experienced professionals anticipates the unexpected, identify opportunities and brings thoughtful resolution to your issues as quickly as possible. We call this Obsessive Client Support®.
Obsessive Client Support® in action means you can expect:

People first. Your people talk to our people, a trusted resource for your business.
Problems solved. We chase down every issue – no matter how big or small – until it is resolved.
Expertise at all levels. We are IT and cybersecurity experts who know your industry and understand your business.
On your side. We partner with you, problem-solving for today and actively helping you improve outcomes for tomorrow.

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.

Or Call Us Today at (913) 396-4600
Insights
What We're Saying
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
May 3rd, 2023
Are You Ready for the Proposed New SEC Cybersecurity Management Rules?
You can’t miss the news – new cybersecurity rules for advisors are coming. Though the Securities Exchange Commission (SEC) and others have issued guidance and
Apr 12th, 2023
A Deep Dive into the Cybersecurity Stack
A cybersecurity stack contains all the tools meant to protect a firm against data breaches and other online security attacks. The stack must be actively
Apr 4th, 2023
Visory Cybersecurity Expert Warns of Risks Associated with Conference Apps for Advisors
Visory’s chief strategy officer, cybersecurity expert Steven Ryder weighs in on the security risks associated with downloading free conference apps in InvestmentNews’ recent story,  “Please
Mar 13th, 2023
Visory Names Ryan Treisman New Chief Technology Officer
CHESTERFIELD, MO – March 13, 2023 – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and construction industries,
Jan 19th, 2023
Indecent Exposure? It’s Time for Device-Level Cybersecurity Endpoint Detection and Response
Antivirus software and firewalls are no match for the artificial intelligence (AI) enabled exploits of cybercriminals. Today’s bad actors are successful because they exploit the
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