|
Call Today (888) 252-2990
IT Support Services
View All
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
View All
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
View All
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
View All
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
View All
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

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA
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

Overview

Outdated technology was slowing down a multi-billion dollar RIA aggregator’s rapid growth. The firm enables financial advisors across the United States to operate their own practices and benefit from the upside of independent ownership, providing technology, operational support and other services that they need to grow.

Unfortunately, the firm’s technology was not keeping pace with the demands of a growing organization that needed to onboard and transition advisors to its platform seamlessly and quickly. The firm’s set up limited the providers and applications it was able to offer advisors, which was a deterrent. What’s more, the firm was hamstrung by a long-term contract with its existing technology provider, which complicated its ability to provide a robust platform that was secure and in compliance with regulatory standards.

Solution

Our team took the time to understand the firm’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 service contracts.

A hybrid cloud environment allows firms to work securely via individual machines or a virtual desktop. Users provide their credentials to access Microsoft Office 365 applications and data, their virtual desktop and local devices. It can be rolled out in minutes to all users and is a cost-effective way for firms to ensure business continuity.

For this client, the entire process consisted of three phases prior to migrating to the new environment:
Phase One: ………. Network assessment and drafting solution
Phase Two: ………. Remote environment build, including data replication and testing
Phase Three: …… Final testing and validation

In addition, Visory gave the firm a flexible technology backbone, so it can add any number of fintech tools to its secure platform. Finally, the Visory team worked to get the firm its own Microsoft Office 365 license to help it better manage its technology and operations.

Outcome

This aggregator has onboarded more than 30 different firms in less than two years since beginning its relationship with Visory – and its network continues to grow. The technology onboarding and conversion process for those new to the firm is now completed in a third of the time that advisors would experience with others.

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
Services Used in this Case Study
hide_mod
Related Case Studies
Wealth Management
Breakaway with ease
Visory helped a billion-dollar team breakaway and set up shop in record time, with no disruptions in data or operations.
Wealth Management
Sailing through the SEC audit
Wealth Management
Protection from ransomware attacks
After spotting suspicious cyber activity within seconds, Visory’s multi-step process of containment, removal and recovery kicked into overdrive to resolve it.
Wealth Management
Need for flexibility and security
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.
INSIGHTS
What We’re Saying
Nov 7th, 2023
Leveraging Outsourced IT Services for Business Success
In today’s fast-paced digital landscape, technology has evolved into the linchpin of every thriving enterprise. From streamlining operations to enriching customer experiences, the choice of
Oct 18th, 2023
Money Radio Talks to Brett Helgeson About Visory Merger Announcement
Brett Helgeson sat down with Money Radio’s Mark Asher to discuss Adopt Technologies’ recent merger with Visory, a prominent technology management, cybersecurity and hosting solutions
Oct 17th, 2023
Strengthening Cybersecurity: A Guide to Preventing Ransomware Attacks
In today’s interconnected digital landscape, it’s no longer a matter of if your organization will face a ransomware attack but when. The ever-present threat of
Sep 25th, 2023
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
In our increasingly digital world, cybersecurity has become a top priority for Registered Investment Advisors (RIAs) and financial professionals. As we prepare for the forthcoming
Aug 22nd, 2023
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
In an age defined by technological progress, the financial industry has embraced digital tools and platforms like never before. This transition, while empowering, has also
Aug 15th, 2023
Visory Named to the 2023 Inc. 5000 List
Chesterfield, MO, August 15, 2023 – Visory, Inc., a leading provider of technology and cybersecurity solutions for professional services firms, is now ranked on the
NEED HELP NOW?
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.

Copyright ©2023 Visory. All rights reserved.