Nemes Rush Family Wealth Management IT Solutions Case Study

This case study details the collaboration between Nemes Rush Family Wealth Management and Visory, focusing on the implementation of comprehensive IT solutions. Established in 2021, Nemes Rush faced significant challenges in setting up their technology infrastructure from scratch. The firm required a reliable partner to assist with the procurement and installation of essential equipment such as laptops, desktops, and firewalls. After an extensive vendor search, Visory was selected due to their experience with Registered Investment Advisors (RIAs) and their excellent communication. The technology setup was completed ahead of schedule, allowing the firm to operate efficiently. The case study outlines the managed IT services provided by Visory, including Secure WorkPlace, robust monitoring solutions, and employee training. The partnership has resulted in increased assets under management and a focus on growth, with Visory's solutions allowing Nemes Rush to concentrate on their core business without technology concerns.