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The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

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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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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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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

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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

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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)

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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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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
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
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Jan 8th, 2024
A Secure Start: Why it’s Essential to Review your Cybersecurity Strategies with your Managed Service Provider in the New Year
Reflecting on our cybersecurity strategies is crucial as we usher in a new year filled with possibilities and opportunities. The digital landscape is constantly evolving,
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