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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.
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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

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
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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

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

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O365

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Liscio

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Knowbe4

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Lorem Ispum Dolor Software CTA

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 same technological advances and innovations that the rest of us use to transact and engage online.

Modern cybercriminals gain entry into our businesses through weak spots and vulnerabilities around the unsecure edges of our operations – the endpoints. Endpoints are the physical devices that connect to, and exchange information from, a network. These are things like desktops, laptops, workstations, servers and even smartphones, tablets and other devices. In the Internet-of-things, cameras, refrigerators, security systems, thermostats and other smart devices are also considered endpoints.

Sophisticated AI-enabled cyberthreats can only be contained and stopped at your organization’s endpoints with technology that is at least on par with, if not superior to, what the cybercriminals use. This is why endpoint detection and response (EDR) is quickly becoming a foundational component of every organization’s cybersecurity strategy.  EDR actively detects active threats – also known as threat-hunting – before bad actors can have their way with your systems and data.  

EDR Differs from Anti-Virus Endpoint Protection

Reactive anti-virus endpoint protection is not a substitute for EDR – anti-virus may sound like threat hunting, but it is not the same.

Endpoint protection scans for existing evidence of compromise, whereas EDR detects behavior that appears malicious and could potentially result in compromise. Traditional anti-virus solutions are meant to find virus signatures in infected files – reacting after a file has been compromised. They run at scheduled times, and typically, after new signatures are uploaded by the anti-virus software vendor.

As the next generation in endpoint protection, EDR uses AI to detect malicious activity preemptively, based on threat pattern recognition, and respond to threats before endpoint compromises occur.  EDR monitors activities and events taking place on endpoints in real-time so that threats are detected, quarantined and stopped before they can change files or exfiltrate data.  The best solutions, like Visory’s EDR, use behavioral analytics to scan memory, run processes and network activity for suspicious activities and common steps of an attack.

Managed EDR is Accessible for Everyone

We launched EDR because firms of all sizes need the same industry-leading cybersecurity capabilities that large enterprises use in their defense against bad actors. Our managed offering combines the expertise of our inhouse cybersecurity team with AI-enabled technology to actively hunt, review and stop suspicious activity on the endpoints in your environment.

We also believe that ongoing cybersecurity education is key to ensuring everyone in the organization stays sharp on detecting potential threats, breaches, and phishing scams. Email initiated phishing attacks were up 600% in 2021 over 2019 and 82% of breaches involved the human element.  For firms concerned with complying with regulatory guidance and keeping insurance policies in force, the integrated training program we offer meets those requirements and more.

In today’s world, your cybersecurity strategy needs to protect your organization’s data and access across the entire organization, including your remote workers’ endpoints. Doing so successfully requires a team of experts equipped with the right technology, playing offense behind the scenes while your frontlines are focused on your business. Firms that can’t shoulder the cybersecurity burden themselves need to consider managed solutions, like Visory’s EDR and other offerings, to keep their customers safe and their data secure.

INSIGHTS
What We’re Saying
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
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 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
Jan 29th, 2024
Managed Services IT vs. In-House IT: Which is Best for Your Business?
Managed services IT and in-house IT can achieve similar results, but deciding between them is a critical business decision that goes beyond selecting an IT
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
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