#United States #Cybersecurity #Chesterfield #Visory #SecureAudit

Visory's Contribution to Wealth Management Cybersecurity

In today's digital landscape, cybersecurity is no longer a luxury for wealth management firms; it has become a fundamental requirement. With increasing regulatory demands and a growing concern among clients over data security, these firms find themselves at a critical juncture, needing to emphasize their cybersecurity efforts. Understanding this urgent need, Visory has stepped up to offer a robust solution designed specifically for the financial sector.

The Significance of SecureAudit

Brett Helgeson, the CEO of Visory, highlights that the company's new initiative, SecureAudit, is not merely a checkbox solution but an essential tool for wealth management businesses. It serves as an initial evaluation that helps firms discover potential vulnerabilities and develop a clearer understanding of their cybersecurity posture.

During a recent presentation at the 2025 Bob Veres Insider's Forum, participants were prompted to reflect on critical questions. For instance, if a client were to inquire about the safety of their data, how certain would an advisor be in their response? This thought process underlines the importance of having a well-structured cybersecurity plan in place.

Why SecureAudit Stands Out

Visory's SecureAudit is built around several key features that distinguish it from typical compliance checks:

1. Immediate Insight: Firms can quickly benchmark their cybersecurity practices against various regulatory standards, such as those set by the SEC and FTC.
2. Flexibility: It can be utilized as a standalone assessment or serve as the first step towards a more comprehensive cybersecurity program.
3. Proactive Approach: By identifying potential issues prior to regulators or cybercriminals, firms can mitigate risks more effectively.
4. Efficiency: The process is designed to require minimal time from firm personnel, typically around 4-6 hours over a span of 30 to 45 days.
5. Expert Guidance: Unlike automated tools, SecureAudit leverages the expertise of seasoned compliance and security engineers to provide actionable insights.
6. Long-term Integration: Findings from the assessment can easily transition into Visory's SecureCompliance program for ongoing security management.

What SecureAudit Delivers

Through SecureAudit, wealth management firms obtain:

• - A tailored assessment aligning with industry-specific cybersecurity frameworks.
• - External vulnerability scans encompassing websites and Microsoft 365 tenants.
• - Comprehensive internal interviews and documentation reviews.
• - A detailed report summarizing risks, gaps, and prioritized recommendations.

The program helps firms shed light on their blind spots, clarify their risk posture, and develop an actionable plan to enhance their cybersecurity measures. In a climate where clients, regulators, and cybercriminals demand higher standards of security and compliance, SecureAudit is positioning itself as the essential kickoff point for firms in the wealth management sector.

In summary, as the landscape of financial services becomes increasingly complex, the role of cybersecurity in maintaining trust and compliance cannot be overstated. With offerings like SecureAudit, Visory is leading the charge in empowering wealth management firms to confidently navigate these challenges.