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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

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

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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O365

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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

What is a WISP

Learn More

Secure Workplace

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

What is a WISP

Learn More

Secure Workplace

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 (888) 252-2990
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.

We just went through a cybersecurity audit with our compliance company, and we were thrilled with the results. They said we were one of the most impressive RIAs they've completed this assessment with - definitely in at least the 95th percentile.

We know that this is in huge part due to your team, so a tremendous thank you to all of you!! Just knowing we're secure and have great systems in place to learn about and prevent attacks is a huge relief to us and helps us better serve our clients!

Fee-only RIA in the southern U.S.

We started from scratch, at ground zero. We had no ­technology, no computers, just an ­empty ­office. We stood up our firm on ­Friday, and ­Visory came onsite. By the time they were done, we were set up with computers, laptops, ­desktops, ­firewall … we were up and good to go by Saturday ­afternoon.

Tim Rush
Partner and Co Founder, Nemes Rush

Visory is an end-to-end solution from start to finish. And the service is impeccable.

Tim Rush
Partner and Co Founder, Nemes Rush

The local firms we considered did not have a lot of experience with RIAs, which was important to us. At the end of the day, we chose Visory. Communication with Visory is excellent. We are never left hanging.

Tim Rush
Partner and Co Founder, Nemes Rush

I could not believe how seamless it was to move to Visory. We had several project calls to discuss timelines and delivery, and ­everything just happened like we discussed. Since then the service levels have been really good too. The biggest reason we moved to Visory was how they totally understood the requirements that we have, ­especially for compliance. Simply put, I’m a Raving ­Visory Fan.

Jennifer Anderson
Partner, Chief Financial Officer, Chief Compliance Officer

Everyone at Visory works very hard. There will ­inevitably be issues; but when that happens, I reach out and I get the assistance I need. When I go to ­conferences and talk to my fellow peers, I tell them there really is no other company like Visory for financial firms like ours.

Jennifer Anderson
Partner, Chief Financial Officer, Chief Compliance Officer

Get in Touch With Us

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Visory's CyberBros tackle SEC security

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

Visory's CyberBros Avoids IT Overload

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

Visory's CyberBros are in the Zone with Zero Trust

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”

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.
Wealth Management
Nemes Rush Family Wealth Management Thrives with Visory’s Comprehensive IT Solutions
Wealth Management
McClarren Financial Advisors Shifts to Visory for RIA-Tailored IT Solutions and Support
INSIGHTS
What We're Saying
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Nov 7th, 2023
Leveraging Outsourced IT Services for Business Success
In today’s fast-paced digital landscape, technology has evolved into the linchpin of every thriving enterprise. From streamlining operations to enriching customer experiences, the choice of
Oct 18th, 2023
Money Radio Talks to Brett Helgeson About Visory Merger Announcement
Brett Helgeson sat down with Money Radio’s Mark Asher to discuss Adopt Technologies’ recent merger with Visory, a prominent technology management, cybersecurity and hosting solutions
Oct 17th, 2023
Strengthening Cybersecurity: A Guide to Preventing Ransomware Attacks
In today’s interconnected digital landscape, it’s no longer a matter of if your organization will face a ransomware attack but when. The ever-present threat of
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
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