Case Study: McClarren Financial Advisors improves RIA compliance and IT support with Visory

McClarren Financial Advisors simplifies RIA compliance with Visory’s onsite onboarding

McClarren Financial Advisors, a registered investment advisory firm, was facing escalating costs and worsening customer service from its previous IT provider. They sought a partner that understood the specific compliance and operational needs of the wealth management industry. This led them to partner with Visory for a suite of managed IT and cybersecurity services, including their SecureWorkplace platform.

Visory implemented a full managed IT service solution, featuring onsite onboarding and tailored cybersecurity, such as a Written Information Security Plan (WISP) and Virtual CISO services. The result was a seamless transition, resolved software access issues, and secure support for a remote work environment. McClarren Financial Advisors gained peace of mind, including during an SEC security audit, with the firm's leadership becoming a vocal advocate for Visory.

McClarren Financial Advisors