|
Call Today (888) 252-2990
IT Support Services
View All
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
View All
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
View All
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
View All
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
View All
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
QB Desktop, QBO

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

For me, spring is a season to clean up and make room for new growth and opportunities. After hibernating through the coronavirus pandemic, the onset of spring seems more significant in 2021 than in years past.

As I’ve noted in more detail in Financial Planning, now is a great time for RIAs to revisit their cybersecurity policies to ensure that their protocols make sense in today’s environment.

No time to read the full article? No problem. I’ve summarized my six-point checklist for RIAs below to help you think through how to get your cybersecurity program on track and up to regulatory par.

✔ Are my cybersecurity compliance policies updated for remote work?
Consider: You may now have the technology to support remote work, but are your cybersecurity policies and protocols 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?
Consider: 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 2021 tech budget account for potential risk as well as growth?
Consider: Typically, 20 to 25 percent of the RIA’s tech spending goes to the tech stack, with the remainder allocated for the fintech stack. In 2021, we’re advising most firms to plan for a five to 10 percent increase in spending on the tech stack, compared to last year.

✔ Are we consciously communicating on cybersecurity with clients?
Consider: 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?
Consider: A culture of cybersecurity starts at the top. Revise your tech policies regularly to adjust for changes in the business and 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 really know what’s going with your vendors?
Consider: You need to understand how your tech vendors store and protect their data, so if there’s ever an issue, you can communicate with your clients with some assurances.


After reviewing this checklist, if you’ve decided that a thorough cybersecurity house-cleaning is in order, don’t delay – make it a priority to understand where you need to fill in the gaps to protect against potentially devastating data breaches. And then get ready to roll into this next season of opportunity.

 

INSIGHTS
What We’re Saying
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
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 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
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
Jan 8th, 2024
A Secure Start: Why it’s Essential to Review your Cybersecurity Strategies with your Managed Service Provider in the New Year
Reflecting on our cybersecurity strategies is crucial as we usher in a new year filled with possibilities and opportunities. The digital landscape is constantly evolving,
Copyright ©2024 Visory. All rights reserved.