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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In my last blog I quoted Yogi Berra ‘When you come to a fork in the road, take it’. Another quote, from Albert Einstein, ‘The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.’ has always stuck with me and has a direct correlation with “taking the fork in the road.” Perhaps Einstein meant to define our thoughts on a much larger scale, but I believe that it also can relate to how we choose to lead our life and even our business. If we choose to live an ordinary life, well it would be awfully boring (among other things), and if we choose to run an unremarkable business, we will be looking for alternative work.

When I started RightSize Solutions in 2002, I was determined to create a technology and service platform that would truly empower the wealth management community to better serve their clients. Great in theory, but for my clients to experience this type of satisfaction, they would need to be enabled to operate in the securest and most efficient way possible. Fast forwarding to 2018, RightSize Solutions has become the largest provider of IT Management Services to RIAs. In an ever-changing technology landscape, for us to provide the continued highest of level of service to our clients, we must constantly be altering the way we think.

Having partnered with the wealth management community for as long as I have, I have grown to appreciate and respect the value you provide to individuals, families, and businesses on a daily basis. Complacency is never an option for you nor is it for your clients. As technology and business evolves, it is mandatory to change our thinking to provide the best client experience possible. This is only possible if we begin to challenge and redefine our thought process.

Now I’ve gone on for quite a bit about how powerful change can be, but I also realize it must make sense. Here are a 3 things we are doing to change the industry standard:

  1. Integrated Platform: Whether you require a centralized and decentralized computer network architecture, we’re able to bridge a flexible operating environment that offer the best of both worlds to support their dynamic and evolving needs.
  2. Private Network: Our private network technology uses the shortest path routing and deliver significant improvements in transmission speed and quality, compared to traditional internet connections. And, net neutrality effectively becomes a non-issue as our dedicated SD-WAN lines puts you in the driver seat to sidestep any potential “discriminatory” policies that govern your traffic.
  3. Compliance and Security: A tailored solution that addresses the OCIE’s emerging cybersecurity preparedness recommendation. Our User Access Rights and Management protocols allow RIAs to configure user and device-level access to systems, applications and files.

Keep an eye out for my next blog on the how our platform will now enable a complete workflow for wireless access, security and engagement.

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THOUGHT LEADERSHIP
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