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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

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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

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QB Desktop, QBO

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O365

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Liscio

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Knowbe4

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Sentinel One

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Lorem Ispum Dolor Software CTA

Here at RightSize Solutions, our Chief Executive Officer, Wes Stillman, was having some ongoing shoulder pain. Like many of us do, he put off having it looked at, hoping it would go away. Now Wes might need surgery. The pain was actually something serious, and unfortunately, since Wes waited, the injury got worse.

We are telling you this because there are similarities in our own tech world. Your RIA is the body, and you might ignore daily aches and pains, hoping they’re no big deal. Of course if something major happens—like your internet or email goes down—you’d pick up the phone and ask for help. But smaller issues get ignored and swept under the rug.

Like nagging shoulder pain, there are many symptoms within your RIA that should trigger a visit with your cybersecurity expert. These symptoms include:

  1. your internet seems slow
  2. logging in takes longer than usual
  3. you’re missing emails
  4. there’s a website you sometimes can’t access
  5. you got a rejected email from someone you email regularly

Like your health, you can choose to ignore these symptoms—but these “smaller” issues are often indicators of something worse. Don’t wait until the symptoms get more serious and brings your business to a screeching halt!

Ready for a free tech assessment? Whether you’re having a current tech concern or you’re simply looking towards the future, we will discuss, review and assess your current technology (while you get to know us better). Sign up here.

P.S. Wes’s shoulder will be okay. What about your RIA?

INSIGHTS
What We’re Saying
May 31st, 2023
A Functioning Cybersecurity Stack: Ensuring Firm Security and Regulatory Compliance for RIAs
In the realm of investment advisory firms (RIAs), the significance of robust cybersecurity measures cannot be overstated. As businesses navigate the digital landscape, protecting sensitive
May 3rd, 2023
Are You Ready for the Proposed New SEC Cybersecurity Management Rules?
You can’t miss the news – new cybersecurity rules for advisors are coming. Though the Securities Exchange Commission (SEC) and others have issued guidance and
Apr 12th, 2023
A Deep Dive into the Cybersecurity Stack
A cybersecurity stack contains all the tools meant to protect a firm against data breaches and other online security attacks. The stack must be actively
Apr 4th, 2023
Visory Cybersecurity Expert Warns of Risks Associated with Conference Apps for Advisors
Visory’s chief strategy officer, cybersecurity expert Steven Ryder weighs in on the security risks associated with downloading free conference apps in InvestmentNews’ recent story,  “Please
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
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