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

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

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
QB Desktop, QBO

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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 is the key to securing sensitive client data and fostering client trust.

Enhanced Data Security: Certification signifies a commitment to maintaining rigorous data protection measures. For RIAs, entrusted with a wealth of confidential financial information, having a certified vendor ensures that client data is safeguarded against unauthorized access and potential security incidents.

Client Trust and Confidence: In the financial realm, trust is paramount. RIAs, managing clients’ investments and financial well-being, need to demonstrate an unwavering commitment to data security. SOC 2 Type II certification acts as a visible symbol of this commitment, instilling confidence in clients that their sensitive information is handled with the utmost care and security.

Mitigating Cybersecurity Risks: The financial sector is a prime target for cyber threats. SOC 2 Type II certification involves rigorous testing over an extended period, ensuring that cybersecurity controls are not only in place but also operate effectively. This proactive approach helps RIAs mitigate potential cybersecurity risks, staying one step ahead of evolving threats.

Strategic Move in the Financial Landscape: The financial services industry is continually evolving, and so are cyber threats. Choosing a cybersecurity vendor with SOC 2 Type II certification is a strategic move for RIAs. It not only aligns with industry best practices but also positions them as leaders in prioritizing data security and compliance.

SOC 2 Type II certification is not just a checkbox; it’s a strategic investment in the future of RIAs. It ensures enhanced data security, builds client trust, and fortifies RIAs against the ever-growing landscape of cyber threats. In an era where trust is paramount, this certification sets RIAs on a path of resilience and client satisfaction.

Get in touch with us

Ready to find out more about how Visory’s SOC 2 Type II certified cybersecurity solutions can help your firm? fill out the form below to get started.

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INSIGHTS
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