The 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
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Bypass the wait time and access Visory’s Obsessive Client Support®
Take 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
We’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
We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
IRS 4557
Complying with state and federal privacy regulations and more
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy
Chesterfield, MO – Nov. 2, 2022 (BUSINESS WIRE) – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and construction industries, today announced that Lori Simpson will lead its operations and customer service teams in a newly created role for the growing company.
As Vice President, Operations & Customer Service, Simpson is responsible for overseeing and integrating Visory’s operations and customer service teams, which have tripled in headcount since the company formed earlier this year as the result of the merger of RightSize Solutions, True North Networks and Swizznet. She will be based in the company’s Swanzey, New Hampshire office.
“I’m excited that our entire company and all of our clients will now benefit from Lori’s deep expertise in building and managing operations and high-performance service teams,” said Bob Hollander, Chief Executive Officer of Visory. “Lori’s proven ability to take service to the next level is Visory’s Obsessive Support in action, and we look forward to her leadership in this new role.”
Lori Simpson has more than 20 years of customer service and client management expertise. Most recently, she served as Chief Operations Officer for True North Networks, a provider of cybersecurity and technology solutions for independent registered investment advisors (RIAs), where she streamlined operations and implemented a robust customer service culture, instilling a fiduciary-focused mindset across the entire company.
Visory’s Obsessive Support® is the company’s pledge to the 4,500 organizations it serves. In every interaction, Visory’s experienced professionals strive to exceed client expectations by drawing on their industry knowledge and technical expertise to solve problems quickly and completely.
About Visory
Visory is the hands-on technology partner for independent financial advisors, accounting firms, construction firms and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help firms grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.