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
RIAs & Wealth Management Firms

Helping advisors with compliant security solutions for over 20 years

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.
SEC/FINRA
RIA & Wealth Management Compliance

In response to falling public confidence after the Great Depression, Congress passed the Securities Act of 1933 and the Securities Exchange Act of 1934, giving birth to the SEC. Established to enforce rules designed to bolter public confidence, transparency and honesty, The focus of the SEC has not changed. The risks to public confidence, however, have become more complex over time.

FINRA, which is overseen by the SEC, is a nonprofit entity tasked with licensing and regulating broker-dealers

Visory has 20 years’ experience providing SEC-compliant security solutions. Whether it is advising clients on a robust written cybersecurity policy, enforcing policies and providing the proper documentation, or even preparing for an audit, Visory has been a valued partner for countless firms throughout the U.S.

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
Other Compliance Services
Compliance for Small Business

Privacy and security compliance for your growing business.

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.
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
Jul 5th, 2022
RSS Cyber-Chat Webinar: Tech Talk for Independent Advisors
Want to know how to leverage technology to gain a competitive advantage and do better business? Join us for our Cyber-Chats discussion with RightSize Solutions
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 14th, 2022
Financial Advisor IQ
Read Financial Advisor IQ ‘RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’. The regulator wants RIA firms to know their responsibilities, according to Wes
Feb 28th, 2022
RSS Cyber-Chat Webinar: 2022 RIA Cybersecurity Compliance
  Join the RSS team and their special guest, Ivan Barretto, Founder of RIA Compliance Concepts, for an important discussion regarding new developments for RIAs
Jan 4th, 2022
The RIA Compliance Collective podcast
Ivan Barretto and Collin O’Bryant|5/21/2019 Show Notes: Wes Stillman Bio: Wes Stillman is the Chief Executive Officer of RightSize Solutions. After 30+ years of managing
Oct 11th, 2021
Cybersecurity Mistakes You’re Still Making
Read Wes Stillman’s latest article in Accounting Today. Cybersecurity management requires time, resources, and a commitment to follow through. Unfortunately, many firms we are talking
Oct 6th, 2021
Celebrate Cybersecurity Awareness Month!
  While every month is cybersecurity month at RightSize Solutions, Cybersecurity Awareness Month continues to help raise awareness about the importance of cybersecurity so that
WHO WE SERVE

Industries Using RIA & Wealth Management Compliance

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.

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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