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IT Support Services
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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
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QuickBooks Online

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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
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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
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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
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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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O365

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Liscio

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As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their clients. Wes Stillman provides insight in InvestmentNews article Reassessing Cybersecurity in a Changing World.

INSIGHTS
What We’re Saying
Mar 12th, 2024
Cybersecurity 101: The Basics Explained
The media hype and the sheer volume of information around cyber-security and cyber attacks, can be really overwhelming. We get it.  That’s why we are
Mar 12th, 2024
How Well Are You Protected Against Cyber Threats? Take our 5-Minute Cybersecurity Assessment.
We’re continuing our back to the basics cybersecurity series with a short assessment; no sensationalism, no fearmongering, no guilt – just the facts.  Our first
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
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