McClarren Financial Advisors Transition to Visory IT Solutions

This case study documents the transition of McClarren Financial Advisors, Inc. to Visory for tailored IT solutions and support. The firm, based in State College, PA, faced challenges with its previous IT service provider, which included declining customer service and rising costs. Chief Financial Officer Jennifer Anderson initiated the search for a more reliable partner, ultimately meeting the Visory team at an industry conference. Concerns regarding the distance of the IT provider were alleviated by Visory's commitment to onsite onboarding and effective remote monitoring. The solution provided by Visory includes full managed IT services, a multi-layered cybersecurity approach through SecureWorkPlace®, and ongoing support during compliance audits. The transition has led to improved operational efficiency, secure remote access, and enhanced cybersecurity measures tailored specifically for registered investment advisory firms. The positive impact on operations has been noted by the firm, with assurances of support and effective communication from Visory.