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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

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We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

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Protection where people and their machines intersect

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Written information Security Plan (WISP)

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

Awareness Training & Testing

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

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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RIAs: What’s Your ‘App’-titude?

Our connected lives mean we’re doing things from a very convenient standpoint. (Even Hillary Clinton admitted to using her personal email because of convenience.)

 

Enter your credit card and an Uber picks you up. Food gets delivered. You do your banking from the convenience of your phone. These days, it’s all online. We don’t even have to remember passwords anymore; password managers do it for us. (But are they even safe?)

 

While technology makes our lives awesomely convenient, it also puts our personal information at risk.

 

As an RIA, you are responsible for protecting your clients’ information. You are also responsible for ensuring the partners and vendors you work with are protecting their information. Often times, software design processes prioritize maximum with security functionality as an afterthought. Just because a company is popular or has a well-known name doesn’t necessarily mean it’s secure or trustworthy.

 

Consumers are growing more vigilant because they need to be. Increasingly they want to know about how you (and your partners) are protecting their personal data.

 

That’s why we created this open letter for you, RIAs, to share with your clients—about our proactive cyber security measures, triple-layer protection and numerous safeguards to shield communication and data.

 

Next week’s theme is: “Building Resilience in Critical Infrastructure.” Stay tuned!

INSIGHTS
What We’re Saying
Nov 20th, 2024
Tax Season Readiness: Implementing the Security Six for CPA Firms
As tax season approaches, safeguarding sensitive client information should be a top priority for every CPA firm. The IRS recommends the Security 6, a set
Nov 19th, 2024
How CPA Firms Can Prepare for the Busy Tax Season
Tax season is always a hectic time for CPA firms, with tight deadlines, heavy workloads and strict compliance rules. To make this year smoother, focus
Nov 12th, 2024
Navigating the IRS WISP and Global Cybersecurity
Cybersecurity can feel overwhelming, especially with the growing number of regulations like the IRS Written Information Security Plan (WISP). But don’t worry—you’re not alone. Join
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
Oct 9th, 2024
Data Breach Survival Guide for Accountants
In our digital world, the safety of your clients’ sensitive information hinges on your vigilance and preparedness. It’s more than a responsibility—it’s a cornerstone of
Oct 8th, 2024
The True Cost of Cybersecurity Threats in Construction
Visory partnered with the American Institute of Constructors (AIC) to bring you this critical webinar: The True Cost of Cybersecurity Threats in Construction. We covered
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