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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.
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Educate and train your most important and last line of defense – your people.
Secure access to your data, reduce the risk of compromise, prevent cyberthreats.
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
Helping advisors with compliant security solutions for over 20 years.
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.
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.
Does your RIA Check All These Boxes? Our checklist is a good place to start.
A general framework to get you started on the process of building a cybersecurity policy for your firm.
Here’s a timeline to help you plan and implement a robust cybersecurity plan for your firm
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.
A multi-layered approach protects your entire firm and your sensitive data from cyberattacks.
Our team intercepts, contains and remediates suspicious activity, reducing the likelihood of cybercrime.
Security awareness, simulated phishing attacks, and social engineering are integral to our program.
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.
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Cyber Bros Alert! Jeremy and Nick drop knowledge on SECure online living. Don’t be like Nick and stay vulnerable – fortify with Visory’s security solutions! 💪 #CyberSecurity #StaySECure
Tech warriors, feeling the IT overload? 💻 Join the Cyber Bros, Jeremy & Nick, as they tackle the chaos. It’s like hitting the gym without weights – a total workout fail! 😅 But fear not, Managed IT by Visory is the solution! 🦸♂️💡 Let the pros handle IT while you conquer your challenges! 🚀 #ITOverload #ManagedIT #TechRescue
Welcome to the next Cyber Bros episode! In our Zero Trust Zone, Jeremy and Nick dive into the importance of skepticism in cybersecurity. Trust no one, they say! Discover how Visory’s solutions can help you stay protected even from those you trust the most. Don’t miss out on this cybersecurity journey! Stay safe, Cyber Surfers! #ZeroTrust #Cybersecurity #CyberBros”
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.
If you’re a Visory client with a question or concern, don’t wait – reach out to us! Our team is here to bring thoughtful resolution to your issues quickly.