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IT Support Services
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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
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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
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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

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

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
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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
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INDUSTRY EXPERTISE

Expert Wealth Management Services

We are passionate about helping financial advisors, portfolio managers, and those working in financial services navigate the technology, privacy, and security demands of the wealth management industry. For more than 20 years, independent registered investment advisors (RIAs) and other wealth managers have turned to Visory for technology and cybersecurity solutions that comply with regulatory guidance and scale to support their needs.

WEALTH MANAGEMENT

Services

Your ability to provide investment advisory services and brokerage services relies heavily on seamless, secure technology. Privacy, security, and compliance are essential. From privacy and security to compliance and the cloud, Visory has secure and efficient solutions to help investment management services firms of all sizes.
Services
IT Support and Services
Managed Services
Cybersecurity Solutions and Services
Compliance
IT Support and Services for Wealth Management

Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.

Learn More

Managed Security Solutions

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More

Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Learn More
Managed Services for Wealth Management

Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.

Learn More

Managed Security Solutions

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More
Cybersecurity Solutions and Services for Wealth Management

Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.

Managed Security Solutions

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More

Zero Trust

Security that ensures everyone granted access is who they claim to be.

Learn More

Awareness Training & Testing

Educate and train your most important last line of defense – your people.

Learn More

End Device Protection

Protection where people and their machines intersect.

Learn More

Multifactor Authentication

Secure access to your data, reduce the risk of compromise, prevent cyberthreats.

Learn More
Compliance for Wealth Management

Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.

RIA & Wealth Management Security Compliance Enforcement

Helping advisors with compliant security solutions for over 20 years.

Learn More
Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (913) 396-4600
SEC Cybersecurity Knowledge Hub
Your Guide to Understanding the SEC Cybersecurity Rules

As the SEC cybersecurity rules draw near, preparation is key. Whether you’re seeking to understand the basics or require specific compliance guidance, Visory has you covered.

Cybersecurity Readiness Checklist

Does your RIA Check All These Boxes? Our checklist is a good place to start.

10 Steps to Establishing a Cybersecurity Policy

A general framework to get you started on the process of building a cybersecurity policy for your firm.

Cybersecurity Policy Timeline

Here’s a timeline to help you plan and implement a robust cybersecurity plan for your firm

SecureWorkplace®: Cybersecurity Solutions for RIAs

We know that cybersecurity attacks and potential data breaches can come from a variety of sources using a myriad of strategies. Firms need comprehensive wealth management solutions to manage these threats.

Visory’s SecureWorkplace is built on the premise that security needs to evolve, especially when your business is subject to regulations and compliance requirements. Visory prepares you to operate your business knowing you have multiple layers of security protection in place at all levels. You need to be able to alert, audit, and report security issues that may arise.

Visory’s world-class systems actively monitor for and detect potential threats, automatically alerting our team when suspicious activity needs to be investigated.

Comprehensive, Enterprise-Grade Protection

A multi-layered approach protects your entire firm and your sensitive data from cyberattacks.

Active Monitoring

Our team intercepts, contains and remediates suspicious activity, reducing the likelihood of cybercrime.

Consistent Employee Awareness Training

Security awareness, simulated phishing attacks, and social engineering are integral to our program.

SecureWorkplace® At a Glance
A Multi-Layered, Systematic and Comprehensive Approach to Securing your Firm
  • Comprehensive assessment
  • Monthly dashboard summary report
  • Robust monitoring solution
  • Endpoint Detection and Response Protection
  • Employee awareness training
  • SecureWorkplace® ticket board
  • Agents on all workstations, laptops and servers
  • Enterprise-grade firewall
Cybersecurity & IT Management Solutions for RIAs
You Know You Need to Get This Right

RIAs know that secure workspaces are non-negotiable. It can be difficult to know how to maximize resources to get the cybersecurity and technology needed. There are compliance issues to worry about, in addition to the rising threat of data breaches and cybersecurity attacks.

In today’s ever-changing environment, financial advisors want a technology partner that understands the business of financial advice, the role of a fiduciary and the need for flexible solutions that scale with their business and how they work. Like the clients they serve, advisors want a partner they can rely on and trust.

Cybersecurity Solutions for RIAs
The RIA Cybersecurity Checklist

RIAs need cybersecurity programs that are on track and up to regulatory par. Here’s a quick checklist to assess how your firm currently stacks up, or whether you need to fill in gaps to protect against potentially devastating data breaches:

Do my cybersecurity compliance policies include remote work?

You may have the technology to support remote work, but have your cybersecurity policies and protocols been updated to protect client and firm data? Have you tested these policies to know whether they’ll pass regulatory muster?

Are my fintech and tech stacks integrated?

Better management and integration of your fintech and tech stacks result in better cybersecurity and data protection. True integration is achieved through a hybrid approach to technology management.

Does my firm’s tech budget account for potential risk as well as growth?

Typically, 20 to 25 percent of the RIA’s tech spending goes to the tech stack, with the remainder allocated for the fintech stack.

Are we consciously communicating cybersecurity with clients?

Make sure you reach out to clients to update them on the cybersecurity upgrades you’ve made to keep their information secure and protected.

Does our firm foster a culture of cybersecurity?

A culture of cybersecurity starts at the top. Revise your tech policies regularly to adjust for changes in the business. You should also require everyone at the firm to review and sign the updated documents annually. Share headlines on data breaches with employees, with reminders on why certain policies are in place, and celebrate the firm’s cybersecurity successes.

Do you know what’s going on with your vendors?

You need to understand how your tech vendors store and protect their data so you can confidently communicate with your clients.

Cybersecurity & IT Management Solutions for RIAs
Why Choose Visory?

At Visory, our goal is to deliver world-class security, IT services, and wealth management services that fit your firm’s needs to help increase your profitability and efficiency. Since 2002, our experts have worked closely with independent RIAs to help them use technology to do better business. We are the industry’s go-to experts for SEC-compliant technology solutions and network security and support. We can scale to support firms of any size.

We know that there is no one-size-fits-all cybersecurity solution, so crafting the right solution is our specialty.  Everything we do comes down to this: optimizing your use of technology to achieve excellence in the safest environment.

We have the accolades, the expertise, the track record, and a roster of satisfied clients, but at Visory, we care about so much more than that. An obsessive commitment to 24/7 service and a deep passion for our client’s success are what set us apart as your technology partner.

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Fill in this form to get started with Visory. We are excited to learn about your business needs and how we can help.

CASE STUDIES
Related Work

Check out a few of our case studies to see how we’ve helped firms like yours navigate a range of technology and cybersecurity issues.

Wealth Management
Breakaway with ease
Visory helped a billion-dollar team breakaway and set up shop in record time, with no disruptions in data or operations.
Wealth Management
Sailing through the SEC audit
Wealth Management
Protection from ransomware attacks
After spotting suspicious cyber activity within seconds, Visory’s multi-step process of containment, removal and recovery kicked into overdrive to resolve it.
Wealth Management
Need for flexibility and security
A multi-billion dollar RIA aggregator was constrained by inflexible technology and vendor contracts, so Visory upgraded the firm to a secure technology backbone that could grow with the firm.
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
Aug 15th, 2023
Visory Named to the 2023 Inc. 5000 List
Chesterfield, MO, August 15, 2023 – Visory, Inc., a leading provider of technology and cybersecurity solutions for professional services firms, is now ranked on the
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
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