Welcome to Visory

RightSize Solutions is now part of Visory

We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.

Welcome to Visory

True North Networks is now part of Visory

We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.  

Welcome to Visory

Swizznet is now Visory

Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not. 

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Call Today (913) 396-4600
IT Support Services
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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

We’re here to help. Contact us for a consultation.
Application Hosting
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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

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
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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
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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

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

No firm is too big or too small for a data breach or a cyberattack. Let’s talk about your security.
Compliance
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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

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Smart mobile devices have revolutionized the wealth management business, transforming the way advisors connect with clients and manage day-to-day firm operations. Today it is more common than not for registered investment advisors (RIAs) to use their mobile phones, tablets and other devices like computers. Without the right security in place, advisors who relish their “office anywhere” mobile environment may pay a hefty price for this convenience.

Advisors who would never think of using their CRM or other core business applications via an unprotected computer in the office balk when the talk turns to protecting mobile devices that access the same applications. The rationale for resistance tends to be that securing a mobile device will compromise the convenience of the device by slowing down access, which can be frustrating.

Web-based applications may help the business of wealth management be more efficient, but they are not secure. This means that the RIA is responsible for ensuring security on every device through which the application is accessed—desktop computers, laptops, smart phones, tablets, whatever. In the wrong hands, an unsecure tablet or smart phone has the potential to be the gateway into the financial lives of all the RIA’s clients.

Though mobile device security is a must-have, advisors have a couple of options on how to go about protecting firm and client data.

Dumb-Down The Devices

Mobile phones in particular are easy to lose, consequently, they are most likely to get hacked. In fact, Consumer Reports found that 3.1 million people had smartphones stolen in 2013 and an additional 1.4 million phones were lost and never recovered. That is why simply having the mobile phone password protected is not enough. Loaded up with the firm’s web-based applications, the lost device is a potential goldmine for cybertheives.

It can be extremely difficult for the RIA to protect every mobile device used to access the firm’s data. Consider the advisor who borrows their spouse’s mobile phone just to check on a client account because their device is out of juice. And then there’s the employee who is at home unexpectedly but is logging onto web-based applications from their personal laptop. In each of these instances, the user may be accessing firm data from an unprotected and unsecure device.

The RIA’s best safeguard is to remove all the firm’s web-based applications from all mobile devices. This means that the devices have only one application—the one that gets the user to the firm’s protected smart platform. The mobile device user goes through a secure connection protected with multi-factor authentication to log into the RIA’s secure platform. Once on the platform, they can get to any application they need through a centrally managed password vault and do not need to know the centralized credentials to do so.

By keeping their devices as dumb as possible, RIAs force staff to use the secured smart platform and protect themselves in the event devices are lost or stolen. Think of the difference between a remote control and a television set. The television set has the channels for the programs you want. The remote control allows you to operate the television set to get to those channels and programs, but you can’t use the remote control without access to a signal from the television. In other words, dumbed-down mobile devices (the “remote controls”) do not provide advisors and employees access to the needed applications (“channels and programs”) unless they are logged into the firm’s smart platform (“the television set”).

INSIGHTS
What We’re Saying
Mar 13th, 2023
Visory Names Ryan Treisman New Chief Technology Officer
CHESTERFIELD, MO – March 13, 2023 – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and construction industries,
Jan 19th, 2023
Indecent Exposure? It’s Time for Device-Level Cybersecurity Endpoint Detection and Response
Antivirus software and firewalls are no match for the artificial intelligence (AI) enabled exploits of cybercriminals. Today’s bad actors are successful because they exploit the
Jan 9th, 2023
Visory Achieves SOC 2® Type 2 Certification
CHESTERFIELD, MO – Jan. 9, 2022 – – Visory, a leading technology and cybersecurity solutions provider for professional services firms, has successfully completed Service Organization
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
Securing your firm’s data means knowing where to make improvements. These tips are designed to get you on the right track to improving the security
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
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