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. 

|
Call Today (913) 396-4600
IT Support Services
View All
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
View All
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
View All
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
View All
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
View All
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

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

O365

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Liscio

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Knowbe4

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Sentinel One

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy

Lorem Ispum Dolor Software CTA

Is Cybersecurity Part of Your Value Proposition?

With the daily news featuring the latest data breach, it’s easy to take a doom and gloom view and focus on the negative or more salacious stories. However, I think this is missing the point by not seeing there’s an opportunity and responsibility for RIAs to make proactive cybersecurity a part of every conversation you have in order to improve outcomes, such as bringing on new clients, recruiting new advisors, and increasing employee morale.

While reading a recent industry article about a growing RIA, I noticed the firm’s value proposition listed cybersecurity as one of its primary elements. This reaffirms a belief that I feel very strongly about, in that ‘While cybersecurity is important to the security of an RIA it’s equally important to the growth of an RIA’.

Assuming you have you have a comprehensive Solution (like RightSize!), here are 4 ways you can integrate cybersecurity into your value prop message.

Feature content on your website. When RIAs talk about the technology they leverage, they often go directly to financial planning software. However, infrastructure and other technology used in day-to-day management are just as important. For example, check out how our client, Halter Ferguson Financial approaches the topic in their RIA Cybersecurity – Your Security is Our Priority blog post. If you’re a RSS client, we’ll even help you write it!
2. Add a page to your pitch book. As you meet face-to-face with prospective clients, you probably bring up your custodian relationship to emphasis how their investments and finances are well protected and in good hands. You can use the same example with the cybersecurity measures that you have in place. Our RightSize Cybersecurity Infographic can be utilized to create a page in your deck that illustrates this fact.

3. Run drills with employees. Think back to grammar school and the importance of the fire drill. Many industries use drills as a regular practice; from police and fire departments to retail stores preparing for Black Friday. Schedule a cyber-awareness day or education workshops that simulate what attacks on employees would look like. We actually conduct Penetration & Vulnerability Testing and Email Phishing Testing for our clients. Our Changing the Cybersecurity Conversation whitepaper provides practical ways RIAs can positively respond to the call of cybersecurity within all aspects of their business; firm culture, client experience, operational management, and business development.

4. Educate your network—often! As public awareness of high-profile breaches continues to grow, advisors should put themselves in a position to confidently answer the questions of apprehensive prospects and clients. By better implementing cybersecurity education, policies & procedures, and best practices, RIAs can provide a differentiated service to their clients that directly addresses one of investors’ fastest growing concerns. Need some inspiration, visit our RightSize Solutions Resource Center. We welcome you to republish any of our copyright content but ask that you attribute to us when you do.

Be assured, cybersecurity will continue to be a primary concern in everyone’s daily life. You can either ignore at your peril or embrace it with best practices and leadership. The choice is yours.

View this Article as a PDF
THOUGHT LEADERSHIP
What We’re Saying
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
Nov 11th, 2022
Visory Named 2022 Corporate Partner of the Year by Financial Planning Association -Dallas/Fort Worth Chapter
Chesterfield, MO – Nov. 11, 2022 – Visory, a provider of technology management, cybersecurity and hosting solutions for the wealth management, accounting and construction industries,
Oct 26th, 2022
Cybersecurity Risk Survey
Take stock of your firm’s current security posture, identify key areas of risk, and assess your appetite for exposure. Swizznet’s Cybersecurity Risk Survey helps to
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
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 28th, 2022
Why did we Build SwizzStack, and What is it?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
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
Sep 11th, 2022
Swizznet Prevents Ransomware Attack Against Construction Company
It started out as a quiet Tuesday. Then, halfway into his second cup of coffee, Swizznet’s Security Engineer was alerted to suspicious activity occurring inside
Copyright ©2022 Visory. All rights reserved.