IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Application HostingTake 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
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
CybersecurityWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people with Visory and industry-leading KnowBe4.
Protection where people and their machines intersect
Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats
ComplianceIRS 4557
Complying with state and federal privacy regulations and more
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Zero Trust Security Framework
A Zero Trust framework secures your infrastructure and data for the risks that come with digital transformation
Zero Trust is a security framework that mandates all users to be authenticated, authorized and continuously validated before being granted access to, or allowed to have continued access to, applications and data. Zero Trust addresses the cyberrisks associated with securing remote workers, hybrid cloud environments and ransomware threats.
In response to the growing number of security breaches, the Biden administration issued an executive order mandating U.S. Federal Agencies adhere to NIST 800-207 as a required step for Zero Trust implementation in May 2021. A vendor-neutral comprehensive standard, NIST has evolved to become the standard for Zero Trust for private entities.
According to a recent report from Verizon’s 2022 Data Breach Investigations Report, compromised or weak credentials account for 80% of breaches. Visory’s Zero Trust framework addresses this blind spot by preventing stolen credentials from being exploited. With Visory, you can protect against cyberattacks by implementing Zero Trust on all endpoints and enforcing conditional access based on device health checks and compliance checks.
- Segment, automate and verify access in real time
- Threat-detection for identity-specific security incidents
- Policy enforcement using identity, behavioral and risk analytics
- Controlled access to data and applications regardless of users, location and network
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.
Multifactor Authentication
Secure access to your data, reduce the risk of compromise, prevent cyberthreats.
End Device Protection
Protection where people and their machines intersect.
Awareness Training & Testing
Educate and train your most important last line of defense – your people.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Need help finding the right service?
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Cybersecurity Protocols: 3 Steps for Tax Season
RSS Cyber-Chat Webinar: Tech Talk for Independent Advisors
Reassessing Cybersecurity in a Changing World
Building Confidence in Your Cybersecurity Program
Industries Using Zero Trust
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.
Accounting
Visory brings secure hosting solutions and support to accounting firms so they can connect and collaborate from any device. Through its on-demand marketplace, Visory gives accountants the fastest, most secure and reliable cloud access to desktop applications.
Construction
Our clients in the construction industry need powerful IT management and cybersecurity tools that work on-site, in the office and on the road. We provide the secure support and management services they need to keep these businesses going.
Small & Medium Business
We believe organizations of every size should have access to world-class technology and cybersecurity. Visory brings enterprise-grade IT support, security and hosting services to small- and medium-sized businesses to help them grow, compete and thrive.
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.