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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 with Visory and industry-leading KnowBe4.

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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O365

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Knowbe4

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Our job is to make the best security that the industry has to offer available.  We also believe it is our responsibility to educate you on how this security works — and warn you of the inherent risks in not using it properly. 

We strongly recommend NOT turning off any security controls so that individuals may work from home using personal devices that are not compliant.

At one of our nation’s most vulnerable times, the bad actors are extremely active. It is not a time to panic or abandon the security measures you have worked hard to implement.  In fact, this is why these measures were put in place. For our clients, we recommend if employees do not have a compliant device at home, they should be using their virtual desktop — the Private Cloud Platform, otherwise known as their Remote Environment.

We will always make it our first task to educate and inform you of risks associated with a request that could put you at risk.  We wish you and your firm, family and loved ones health and safety during these trying times. If you have any questions, please reach out to us at info@rightsize-solutions.com

INSIGHTS
What We’re Saying
Sep 25th, 2023
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
In our increasingly digital world, cybersecurity has become a top priority for Registered Investment Advisors (RIAs) and financial professionals. As we prepare for the forthcoming
Aug 22nd, 2023
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
In an age defined by technological progress, the financial industry has embraced digital tools and platforms like never before. This transition, while empowering, has also
Jul 20th, 2023
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other
Jul 13th, 2023
AI Will Heighten Cybersecurity Risks for RIAs
As technology advances, so do the threats posed by cybercriminals. The wealth management industry in particular is facing amplified risks due to the introduction of
Jun 22nd, 2023
Establishing a Robust Cybersecurity Policy for RIAs
In today’s digital age, Registered Investment Advisors (RIAs) face an ever-increasing risk of cyber threats. As the financial industry becomes more reliant on technology, it
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
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