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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

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
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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

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

Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

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

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

Backup your data for business continuity and compliance

SecureCloudDrive

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

SASE

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

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

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 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
QB Desktop, QBO

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RIA & Wealth Management Compliance Enforcement

Helping advisors with compliant security solutions for over 20 years

Built on a strong foundation of security and compliance, Visory’s solutions have given clients from several industries peace of mind. Our deep understanding of the compliance regulations makes us uniquely equipped to provide solutions that meet and exceed regulatory compliance requirements.
SEC/FINRA
RIA & Wealth Management Security Compliance Enforcement

In response to falling public confidence after the Great Depression, Congress passed the Securities Act of 1933 and the Securities Exchange Act of 1934, giving birth to the SEC. Established to enforce rules designed to bolter public confidence, transparency and honesty, The focus of the SEC has not changed. The risks to public confidence, however, have become more complex over time.

FINRA, which is overseen by the SEC, is a nonprofit entity tasked with licensing and regulating broker-dealers

Visory has 20 years’ experience providing SEC-compliant security solutions. Whether it is advising clients on a robust written cybersecurity policy, enforcing policies and providing the proper documentation, or even preparing for an audit, Visory has been a valued partner for countless firms throughout the U.S.

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
Other Compliance Services
Secure Workplace
WISP

Tailored development of comprehensive Written Information Security Plans

Compliance for Small Business

Privacy and security compliance for your growing business.

Tax & Accounting Compliance

Protect critical client data and keep your firm secure.

Need help finding the right service?
We'd be happy to discuss your needs and make recommendations.
CASE STUDIES
Related Work
RIA & Wealth Management Security Compliance Enforcement
Nemes Rush Family Wealth Management Thrives with Visory’s Comprehensive IT Solutions
RIA & Wealth Management Security Compliance Enforcement
McClarren Financial Advisors Shifts to Visory for RIA-Tailored IT Solutions and Support
INSIGHTS
What We’re Saying
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
Oct 7th, 2024
Cybersecurity in Accounting & Wealth Management: Safeguard your Clients’ Most Sensitive Data
Trust and confidentiality are everything for accountants and wealth managers alike. Your clients rely on you to grow their investments and protect sensitive financial information.
Sep 30th, 2024
October is Cybersecurity Month: Simplifying Cyber Safety for Your Business
The barrage of information and media coverage around cybersecurity can feel overwhelming in today’s fast-paced digital world. Every headline seems to shout about the latest
Sep 25th, 2024
Making Cybersecurity and Managed IT Part of your Firm’s Overall Value Proposition
In today’s rapidly evolving digital landscape, cybersecurity and managed IT are no longer just operational necessities—they’re vital components of your firm’s value proposition. Investing in
Jun 24th, 2024
Decoding the SEC’s New Data Breach Rules: An Essential Guide for RIAs
The SEC’s recent amendments to Regulation S-P have brought significant changes for Registered Investment Advisers (RIAs) regarding data breach disclosures. According to a recent InvestmentNews
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,
WHO WE SERVE

Industries Using RIA & Wealth Management Security Compliance Enforcement

Wealth Management

Independent registered investment advisors (RIAs) and other wealth managers trust Visory because of our 20-year track record of keeping them secure with technology and cybersecurity solutions that comply with regulatory guidance and scale to support their needs.

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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.

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