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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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.
Services
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.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
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.
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.
Managed Security Solutions
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.
Managed Security Solutions
In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.
Awareness Training & Testing
Educate and train your most important last line of defense – your people.
Multifactor Authentication
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.
RIA & Wealth Management Security Compliance Enforcement
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.
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
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.
- 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
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:
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.
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.
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.
Breakaway with ease
Sailing through the SEC audit
Protection from ransomware attacks
Need for flexibility and security
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
Visory Named to the 2023 Inc. 5000 List
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
AI Will Heighten Cybersecurity Risks for RIAs
Establishing a Robust Cybersecurity Policy for RIAs
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.