IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Application HostingTake your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
CybersecurityWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people with Visory and industry-leading KnowBe4.
Protection where people and their machines intersect
Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats
ComplianceIRS 4557
Complying with state and federal privacy regulations and more
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I view ‘total commitment’ as the fuel that runs our engine. This commitment takes many forms, including the level of service we provide clients, educational materials and thought-leadership to the industry, and continuous improvements to our products and services.
To this end, I’m proud to share 2 new announcements:
- To call attention to the urgent need for better RIA cybersecurity, we’re offering a cybersecurity policy template for RIAs and publishing our latest whitepaper, The Cybersecurity Policy Upgrade Imperative. Cybercriminals and criminal networks are highly sophisticated operations that are increasingly successful at flying under the radar. As a first line of defense, RIAs need policies and procedures that can stand up to this level of clandestine attack. Our cybersecurity policy template gives you a plan for dealing with perceived and genuine threats.
- More than just a new level of technology support, the RightSize Shield™ is a superior service offering evolution combining convenience, speed, and protection. RIAs can now have an even faster and more flexible operating environment that complies with regulatory guidance, enabling cybersecurity best practices and enforces the firm’s security policies. The Shield empowers RIAs with a hybrid of customized technology, proactive management and unrivaled service to keep your systems securely running and your business soaring.
To learn more, visit our website’s Resource Center. And, if your technology infrastructure is due for tune-up, give is a call at (913) 396-4600 and we’ll gladly take a look under the hood.
Managed Services
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
IT Support and Services
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.
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Visory Names Ryan Treisman New Chief Technology Officer
Endpoint Protection Services & Response
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
