|
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 Online

Bypass the wait time and access Visory’s Obsessive Client Support®

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

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

Obsessive Support®

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

Let’s talk about keeping your business and your data secure.
Cybersecurity
View All
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

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

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

SASE

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.
Compliance
View All
Tax & Accounting

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
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

Arguably two of the most important and interrelated business practices for any RIA are those firms that support compliance and technology. However, often, you find firms taking a silo service approach, resulting in the RIA not effectively managing either of these critical functions.

System intrusions and data breaches have plagued the financial services industry in recent years and this will only continue. As regulatory scrutiny of RIAs increases, advisors need more than off-the-shelf infrastructure offerings to ensure they are protecting firm and client data to the best of their ability. Aligning compliance and technology partners to make sure these efforts complement each other is a critical step in this process.

The internet and electronic communications are integral to how RIAs do business and interact with clients, making the cybersecurity policy a necessary defense against bad actors. Most cyber events are caused by carelessness, ill-will or lack of training, but malicious attacks can come from anywhere. This includes cybercriminal and hactivists, competitors, vendors, and even firm insiders or employees. Having an established and well documented cybersecurity policy is the first step in this process.

Unfortunately, most RIAs lack an enforceable and manageable cybersecurity policy within their overall compliance manual because most compliance firms are not experts in technology. Even when a compliance team is very knowledgeable in the technology space, they have no way of enforcing the policy. As found in the OCIE’s 2017 summary of observations, firms did not enforce their own policies and procedures, or the policies and procedures did not reflect the RIAs actual practices. This makes them easy targets in an age where cybercriminals are running highly sophisticated and highly lucrative operations. Without a multi-faceted program in place, cybersecurity becomes a game of Whac-A-Mole, with reactive responses rather than proactive solutions.

With the right technology partner, RIAs can better understand their unique risks and implement policies procedures, training, assessment and the best tools to mitigate cybersecurity risks. By weaving cybersecurity protocols into the fabric of daily operations, the policy protects and monitors access, data storage and transmission from the RIA perspective.

The bottom line: By having both compliance and technology firm’s efforts in sync and working together, ultimately everyone benefits—RIA owners, staff, and clients, and allows advisors to focus on doing what they do best.

Read our most recent whitepaper The Cybersecurity Policy Upgrade Imperative for RIAsThe Cybersecurity Policy Upgrade Imperative for RIAs to learn how you can best align compliance and technology.

INSIGHTS
What We’re Saying
Nov 20th, 2024
Tax Season Readiness: Implementing the Security Six for CPA Firms
As tax season approaches, safeguarding sensitive client information should be a top priority for every CPA firm. The IRS recommends the Security 6, a set
Nov 19th, 2024
How CPA Firms Can Prepare for the Busy Tax Season
Tax season is always a hectic time for CPA firms, with tight deadlines, heavy workloads and strict compliance rules. To make this year smoother, focus
Nov 12th, 2024
Navigating the IRS WISP and Global Cybersecurity
Cybersecurity can feel overwhelming, especially with the growing number of regulations like the IRS Written Information Security Plan (WISP). But don’t worry—you’re not alone. Join
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
Oct 9th, 2024
Data Breach Survival Guide for Accountants
In our digital world, the safety of your clients’ sensitive information hinges on your vigilance and preparedness. It’s more than a responsibility—it’s a cornerstone of
Oct 8th, 2024
The True Cost of Cybersecurity Threats in Construction
Visory partnered with the American Institute of Constructors (AIC) to bring you this critical webinar: The True Cost of Cybersecurity Threats in Construction. We covered
Copyright ©2024 Visory. All rights reserved.