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Case Study

The Flexibility & Security of Hybrid Cloud Environments

Client
Integrated Advisors Network
Industry
Wealth Management

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. With Visory, the firm improved time to onboard by 67%, and onboarded 30 offices with 140 users in two years

We needed a partner that understood our need for flexible and secure technology that would grow with us over the long-term. ­Visory has delivered that and so much more.

Michael Young, President

Overview

Integrated’s technology was not keeping pace with the ­demands of a growing organization that needs to onboard and transition advisors to its platform seamlessly and quickly. The firm’s existing set up limited the providers and applications it was able to offer advisors, which was a deterrent. What’s more, Integrated was hamstrung by a long-term contract with its technology provider, which complicated its ability to provide a robust technology platform that was secure and in compliance with regulatory standards.
The Visory team took time to understand Integrated’s business model, growth plan and existing technology before determining that migrating to a hybrid cloud environment would provide the flexibility and security that the growing firm needed, without any long-term contracts.

Solution

  • Hybrid cloud environment
  • Flexible technology backbone for scalable growth

Managed, Phased Approach

There were three phases ­leading up to ­Integrated’s ­migration to a new ­environment that Visory ­tailored to meet its needs:

Phase One: ………. Network assessment and drafting solution
Phase Two: ………. Remote environment build, including data replication and testing
Phase Three: …… Final testing and validation

Outcome

  • No disruption in service or access to key data during transition
  • Improved time to onboard by 67%
  • Onboarded 30+ offices with 140 users in 2 years

Working with Visory

Visory empowers firms of all sizes with technology solutions and service that lead to better business outcomes and more efficient and secure operations. Our suite of private, hosted and hybrid cloud solutions and cybersecurity offerings can scale and be configured to every firm’s unique needs.

Want to learn more?
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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
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