|
Call Today (913) 396-4600
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

We’re here to help. Contact us for a consultation.
Application Hosting
View All
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

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

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

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

Other Businesses

Complying with state and federal privacy regulations and more

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
Sep 25th, 2023
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
In our increasingly digital world, cybersecurity has become a top priority for Registered Investment Advisors (RIAs) and financial professionals. As we prepare for the forthcoming
Aug 22nd, 2023
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
In an age defined by technological progress, the financial industry has embraced digital tools and platforms like never before. This transition, while empowering, has also
Jul 20th, 2023
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other
Jul 13th, 2023
AI Will Heighten Cybersecurity Risks for RIAs
As technology advances, so do the threats posed by cybercriminals. The wealth management industry in particular is facing amplified risks due to the introduction of
Jun 22nd, 2023
Establishing a Robust Cybersecurity Policy for RIAs
In today’s digital age, Registered Investment Advisors (RIAs) face an ever-increasing risk of cyber threats. As the financial industry becomes more reliant on technology, it
May 31st, 2023
A Functioning Cybersecurity Stack: Ensuring Firm Security and Regulatory Compliance for RIAs
In the realm of investment advisory firms (RIAs), the significance of robust cybersecurity measures cannot be overstated. As businesses navigate the digital landscape, protecting sensitive
Copyright ©2023 Visory. All rights reserved.