The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Take your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
IRS 4557 and the FTC Safeguards Rule
Complying with state and federal privacy regulations and more
Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Growth can be exciting for wealth firms—but it also creates compliance gaps fast. Inconsistent onboarding, fragmented systems, advisor inconsistency, and incomplete audit trails increase regulatory exposure and create avoidable risk, especially when owners delegate without the oversight systems to back it up.
This session breaks down why operational continuity is the foundation of scaling securely. You’ll learn how documented workflows, defined roles and KPIs, and supervisory systems reduce disclosure risk, improve retention, and strengthen referrals—while aligning cybersecurity with compliance through Zero Trust and modern security operations.
Join Tammy Jutras, Director of Cybersecurity Services, Claudia Lunsford, Inside Sales Account Manager, and Leila Shaver, Securities Attorney & Compliance Expert, as they share an operational continuity framework, real-world scenarios, and practical steps wealth firms can apply across offices, advisors, and platforms. We’ll cover standardization, Microsoft environment consolidation, WISP as the compliance backbone, and why MDR + continuous monitoring reduces disruptions before they spread.
Register now for Operational Responsibility & Continuity for Compliance.
Looking for more sessions? See all upcoming webinars and Visory events here.
Understand how growth and fragmented systems increase compliance risk for wealth firms.
Apply an operational continuity framework using documented workflows, defined roles, KPIs, and supervisory systems.
Reduce audit trail gaps, advisor inconsistency, and disclosure risk through cross-office standardization.
Align cybersecurity with compliance using Zero Trust principles, MFA, least privilege, and continuous monitoring.
Use WISP as a compliance backbone to support audits, continuity, and security controls.
Learn the “next five moves” for strengthening operations and security, including scheduling a SecureAudit and WISP review.
Automated page speed optimizations for fast site performance