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Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

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Best in class security to protect your firm’s data and technology

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Tips, advice, and industry insight from our team of accountants and business owners to yours.

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Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

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The same Sage you work in every day, only better

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An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

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Revolutionize your next tax season with added efficiency and mobility

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Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

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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.
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Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

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.
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

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

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

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Secure single sign-on access for a connected world

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Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

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Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
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IRS 4557 and the FTC Safeguards Rule

Other Businesses

Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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Customized Cybersecurity Solutions for Raymond James

Secure, Scalable and Built for Success

  • SEC Security Compliance
  • Unlimited IT Support
  • Tailored Solutions
  • Peace of Mind

Why Visory for Raymond James?

We’ve worked closely with Raymond James advisors for years, so we understand your unique needs. Visory makes cybersecurity simple, keeping you secure and compliant while you focus on your clients.

  • Experience supporting Raymond James advisors
  • Easy, advisor-friendly cybersecurity solutions
  • Proactive protection and fast response
  • Your SEC security audit partner

Go Beyond Buying IT- Start your Journey Today

Learn how our team of security experts will guide you every step of your security journey to ensure a seamless migration optimized for maximum performance, rock-solid reliability and industry-leading security.

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Included IT Support Services for Raymond James

Support Service description
Patch Management Regular updates and security patches for operating systems and ­supported network hardware to protect against vulnerabilities.
Networking as a Service Network hardware provided, and configuration in accordance with the RJFS Network Security ­Requirements. Ongoing monitoring, maintenance and optimization to ensure uptime, security and performance.
Vulnerability Management Quarterly vulnerability assessments to identify, remediate, and/or mitigate with prioritization based on the Common Vulnerability Scoring System (CVSS) score.
Unlimited Tech Support Available 7 AM – 10 PM, 7 days a week for fast and reliable assistance.
Detailed Reporting Reports on system health, security and IT performance available on ­request.
Proactive Remote Monitoring and Management Remotely monitoring and managing of ­endpoints, networks and computers. Enables proactive maintenance, issue resolution and ­efficient IT operations.
SIEM Logging and Threat Monitoring Continuous security event monitoring for rapid incident detection and response.
Security Audit Support Assistance with security and branch audits.
Laptop Procurement Optional. Assistance with sourcing and provisioning business laptops
Local Admin Rights  Customers can maintain local admin rights, with optional billable support for troubleshooting user-made errors.
On-Site Support As needed. At Visory’s discretion, on-site support is available at no additional charge.

 

Choose Visory for your IT, Security and Tech Support Needs

With Visory you’re not just getting IT support—you’re ­gaining a ­strategic partner. Our team of security experts will guide you every step of the way, ­ensuring a ­seamless migration optimized for maximum ­performance, rock-solid ­reliability and industry-leading security.

Talk to Visory and stop buying IT – switch to investing in a partner dedicated to helping you reach new heights. Let us handle the complexity while you focus on what ­matters most: driving your business forward.

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