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IT Support Services 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 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
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 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 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 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
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O365
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Liscio
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Knowbe4
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Why RIAs Choose SecureWorkplace® as their Security Solution
Listen as Steven Ryder, Visory’s Chief Strategy Officer discusses the important role Secure WorkPlace® plays in the security of RIAs.
- Your SEC security audit partner
- We know what the SEC is looking for
- Comprehensive dashboard and reporting
- Peace of mind: We’ll be by your side throughout the audit process
SecureWorkPlace®: Elevated Security Confidence
Visory SecureWorkplace® instills unwavering confidence in the security posture of your firm. By aligning with industry-specific compliance standards and employing advanced encryption, our solution safeguards the security of your data. Now your team can focus on delivering exceptional financial services without the distraction of cybersecurity concerns.
- Comprehensive multi-layered security
- Continuous monitoring and threat detection
- Scalable to grow as your firm grows
- Adapts to the threat landscape
- SOC II certified
A multi layered, systematic and comprehensive approach to securing your firm
Assessment and Recommendation
- Thorough review of security layers and recommendations
- Security recommendations
Monthly Dashboard Summary Report
- Hardware inventory
- PII
- Patching history
- Security ticket logging
- Security layer summary
- Summary risk assessment
Robust Monitoring Solution
- Internet traffic filtering denies access to malware/suspicious sites
- Monitoring and log information from all devices
- Identify threats and anomalous activity including zero day threats
- Uses machine learning to continually enhance threat detection
Endpoint Detection and Response (EDR) Next-Gen Protection
- Cybersecurity platform with real-time visibility of the dynamic attack surface with AI-powered automation
Employee Awareness Training
- Over 1400 pieces of education and training content deployed systematically
- Includes over 18,000 unique phishing templates
- Content is refreshed regularly to mirror current threat landscape
SecureWorkplace® Ticket Board
- Built-in alerts and review process
- All tickets are monitored, reviewed and resolved by cybersecurity engineers
Agents on all Workstations, Laptops and Servers
- Event logs monitored for issues – 24 x 7 monitoring
- Alerts and mediation – 24 x 7 monitoring
- Agents ensure logs are ingested into AI SIEM for meaningful alerts with context
- Provides visibility into your ecosystema nd more accurately detect threats
Firewall
- Enterprise grade firewall locks down all unnecessary ports
- Log review for real-time threats
We just went through a cybersecurity audit with our compliance company, and we were thrilled with the results. They said we were one of the most impressive RIAs they've completed this assessment with - definitely in at least the 95th percentile.
We know that this is in huge part due to your team, so a tremendous thank you to all of you!! Just knowing we're secure and have great systems in place to learn about and prevent attacks is a huge relief to us and helps us better serve our clients!
Fee-only RIA in the southern U.S.
We started from scratch, at ground zero. We had no technology, no computers, just an empty office. We stood up our firm on Friday, and Visory came onsite. By the time they were done, we were set up with computers, laptops, desktops, firewall … we were up and good to go by Saturday afternoon.
Tim Rush
Partner and Co Founder, Nemes Rush
The local firms we considered did not have a lot of experience with RIAs, which was important to us. At the end of the day, we chose Visory. Communication with Visory is excellent. We are never left hanging.
Tim Rush
Partner and Co Founder, Nemes Rush
Visory is an end-to-end solution from start to finish. And the service is impeccable.
Tim Rush
Partner and Co Founder, Nemes Rush
The local firms we considered did not have a lot of experience with RIAs, which was important to us. At the end of the day, we chose Visory. Communication with Visory is excellent. We are never left hanging.
Tim Rush
Partner and Co Founder, Nemes Rush
I could not believe how seamless it was to move to Visory. We had several project calls to discuss timelines and delivery, and everything just happened like we discussed. Since then the service levels have been really good too. The biggest reason we moved to Visory was how they totally understood the requirements that we have, especially for compliance. Simply put, I’m a Raving Visory Fan.
Jennifer Anderson
Partner, Chief Financial Officer, Chief Compliance Officer
Everyone at Visory works very hard. There will inevitably be issues; but when that happens, I reach out and I get the assistance I need. When I go to conferences and talk to my fellow peers, I tell them there really is no other company like Visory for financial firms like ours.
Jennifer Anderson
Partner, Chief Financial Officer, Chief Compliance Officer
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