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 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.
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:
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?
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.
Typically, 20 to 25 percent of the RIA’s tech spending goes to the tech stack, with the remainder allocated for the fintech stack.
Make sure you reach out to clients to update them on the cybersecurity upgrades you’ve made to keep their information secure and protected.
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.
You need to understand how your tech vendors store and protect their data so you can confidently communicate with your clients.
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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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.