|
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®

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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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.
Cybersecurity
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

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.
Compliance
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

O365

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

Liscio

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

Knowbe4

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
Case Study

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.

Intro Summary

After spotting suspicious cyber activity within seconds, Visory’s multi-step process of containment, removal and recovery kicked into overdrive to resolve it.

As part of our ongoing and active monitoring protocols, the Visory team spotted suspicious activity inside a client’s private server. It appeared as if an employee had logged on from an unusual IP address and their behavior was outside of their normal usage patterns.

Our AI-enabled technology flagged the aberrant behavior in less than 60 seconds, and we rapidly determined that a bad actor was using stolen employee credentials that were not protected by multifactor authentication (MFA) to gain unauthorized server access and set up for an impending ransomware attack.

Solution

Once the suspicious activity was discovered and confirmed, the multi-step process of containment, removal and recovery kicked into overdrive.

This involved containing the attack by isolating our client’s server and taking it offline to remove and remediate all traces of the bad actor’s handiwork. Only after we were fully satisfied that the systems were clean did we re-enable access to the server so that the client could continue business as usual.

Outcome

In this incident, the client was inconvenienced by a few hours of server downtime – a necessary but critical part of salvaging, protecting and restoring the firm’s systems.

Even though this client had not engaged us to manage their end devices and did not have MFA in place, Visory was able to save the firm by taking their server offline during their business day to address this attempted attack. With end device management and MFA in place, the employee’s ID credentials would not have been compromised and this situation would not have happened.

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 (888) 252-2990
Services Used in this Case Study
hide_mod
Related Case Studies
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
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 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
Nov 7th, 2023
Leveraging Outsourced IT Services for Business Success
In today’s fast-paced digital landscape, technology has evolved into the linchpin of every thriving enterprise. From streamlining operations to enriching customer experiences, the choice of
Oct 18th, 2023
Money Radio Talks to Brett Helgeson About Visory Merger Announcement
Brett Helgeson sat down with Money Radio’s Mark Asher to discuss Adopt Technologies’ recent merger with Visory, a prominent technology management, cybersecurity and hosting solutions
Oct 17th, 2023
Strengthening Cybersecurity: A Guide to Preventing Ransomware Attacks
In today’s interconnected digital landscape, it’s no longer a matter of if your organization will face a ransomware attack but when. The ever-present threat of
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
NEED HELP NOW?
Live Customer Support

If you’re a Visory client with a question or concern, don’t wait – reach out to us! Our team is here to bring thoughtful resolution to your issues quickly.

Copyright ©2024 Visory. All rights reserved.