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Case Study

Nemes Rush Family Wealth Management Thrives with Visory’s Comprehensive IT Solutions

Client
Nemes Rush
Industry
Wealth Management

A new RIA had to quickly stand up their firm from scratch. Visory accomplished the setup and install ahead of schedule to get Nemes Rush up and running quickly and efficiently

Overview

Upon its establishment in 2021, Nemes Rush faced the ­initial hurdle of setting up offices from scratch, particularly ­addressing the technology aspect encompassing laptops, desktops, printers, firewalls, and more. Following an ­extensive vendor search and due diligence, Visory emerged as the ­optimal choice.
Tim Rush, partner, said, “The local firms we considered did not have a lot of experience with RIAs, which was important to us. At the end of the day, we chose Visory. Communication with Visory is excellent. We are never left hanging.”

Visory swiftly executed the technology setup. The ­procurement of equipment, installation of software, and ­addressing all other setup issues were accomplished with ­precision. The firm’s technology was fully operational by ­Saturday evening, two days ahead of schedule.

Solution

  • Full managed IT services
  • Secure WorkPlace®

Outcome

Impact on Operations

  • Initial setup complete ahead of schedule
  • In-person onboarding to answer any issues
  • Strong communication and responsive support eliminates downtime
  • Peace of mind: technology is not a concern

Cybersecurity Purpose-Built for RIAs

  • Comprehensive solution with dashboard reporting
  • Smooth sailing during recent SEC cybersecurity audit

The stability provided by Visory’s end-to-end technology ­solutions allowed Nemes Rush and Visory to focus on growth. With AUM increasing by $150 to $200 million annually, the firm credits Visory for being a reliable partner that eliminates ­technology concerns.

Visory is an end-to-end solution from start to finish. And the service is impeccable.

Tim Rush, Co Founder

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Services Used in this Case Study
Visory SecureBackup

Backup your data for business continuity and compliance

Secure Workplace
WISP

Tailored development of comprehensive Written Information Security Plans

RIA & Wealth Management Security Compliance Enforcement

Helping advisors with compliant security solutions for over 20 years.

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We'd be happy to discuss your needs and make recommendations.
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