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
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Compliance

Meeting and surpassing compliance regulations with proven solutions

  • Data encryption
  • Policy enforcement
  • Documentation
  • Audit preparation

Built on a strong foundation of security and compliance, Visory’s solutions have given clients from several industries peace of mind. Our deep understanding of the compliance regulations makes us uniquely equipped to provide solutions that meet and exceed regulatory compliance requirements.

Compliance for Small Business

Privacy and security compliance for your growing business.

RIA & Wealth Management Compliance

Helping advisors with compliant security solutions for over 20 years.

Tax & Accounting Compliance

Protect critical client data and keep your firm secure.

Need help finding the right service?
We'd be happy to discuss your needs and make recommendations.
DEEP KNOWLEDGE MEANS SUCCESSFUL OUTCOMES
Why Visory for Compliant Technology

In an ever-changing regulatory environment, it’s hard to keep pace with knowing whether your current operations will pass regulatory muster. Visory ensures that your technology protocols and procedures make the grade.

For example, there are strict mandates require the archival of electronic communications, which can put an additional burden on an organization’s resources.

Without the correct resources to monitor, track and record your data, your organization is putting itself at risk of running afoul with regulators, as well as its cyberinsusrance policy.

Visory has over 20 years of experience helping our clients prepare for every compliance issue:

  • Business continuity planning
  • Cybersecurity
  • Email and social media archival
  • Registered secure email encryption
  • Regulatory exams
  • Reputation risk
Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (913) 396-4600

We just went through a cybersecurity audit with our compliance company, and we were thrilled with the results. They said we were one of the most impressive RIAs they've completed this assessment with - definitely in at least the 95th percentile.

We know that this is in huge part due to your team, so a tremendous thank you to all of you!! Just knowing we're secure and have great systems in place to learn about and prevent attacks is a huge relief to us and helps us better serve our clients!

Fee-only RIA in the southern U.S.
CASE STUDIES
Related Work
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Insights
What We're Saying
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
Sep 19th, 2022
Four Steps to Lock Down Your Firm’s Security and Compliance Priorities
We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when
Jul 25th, 2022
Cybersecurity Tips for Accounting Data in 2021
October may be over, but cybersecurity awareness and the National Cyber Security Alliance’s (NCSA) theme of “Do Your Part. #BeCyberSmart” applies year round. At Swizznet,
Jun 29th, 2022
Reassessing Cybersecurity in a Changing World
As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their
Mar 24th, 2022
Building Confidence in Your Cybersecurity Program
How to put into practice lessons learned from recent Division of Examinations Risk Alerts and Division of Enforcement cases. How to proactively improve cyber hygiene
Mar 21st, 2022
Tax Season Security Tips for 2022
We’re kicking off accounting’s favorite time of the year: tax season (cue the memes). Accountants aren’t the only busy people. The financial data surrounding returns
Mar 20th, 2022
6 Safeguards for Ensuring Accounting Cyber Security
With all the news about accounting cybersecurity threats, there’s another angle that’s less talked about: the opportunity these breaches create for CPAs and accountants. Clients increasingly
Mar 20th, 2022
Tax Season Preparation Best Practices: 7 Tips for CPAs & Accountants
As of August 24, 2021, there were 669,130 actively licensed CPAs in the United States. It’s a safe assumption to say that not one of them would
WHO WE SERVE

Industries Using Compliance

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Accounting

Visory brings secure hosting solutions and support to accounting firms so they can connect and collaborate from any device. Through its on-demand marketplace, Visory gives accountants the fastest, most secure and reliable cloud access to desktop applications.

Wealth Management

Independent registered investment advisors (RIAs) and other wealth managers trust Visory because of our 20-year track record of keeping them secure with technology and cybersecurity solutions that comply with regulatory guidance and scale to support their needs.

Construction

Our clients in the construction industry need powerful IT management and cybersecurity tools that work on-site, in the office and on the road. We provide the secure support and management services they need to keep these businesses going.

Small & Medium Business

We believe organizations of every size should have access to world-class technology and cybersecurity. Visory brings enterprise-grade IT support, security and hosting services to small- and medium-sized businesses to help them grow, compete and thrive.

NEED HELP NOW?
Live Customer Support

If you’re a Visory client with a question or concern, don’t wait – reach out to us! Our team is here to bring thoughtful resolution to your issues quickly.

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