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
QB Desktop, QBO

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O365

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Empower staff to recognize red flags

While media coverage of cyber incidents (such as data breaches, ransomware attacks, malware and viruses) has built well-deserved awareness of the need for cybersecurity, it has also generated fear while doing little to provide answers.

As an RIA, you are responsible for the security of your own firm, and the personal data of your clients—but this responsibility shouldn’t be a fear-based burden. In our latest whitepaper, Changing the Cybersecurity Conversation, we demonstrate how to deal with cybersecurity in a proactive and positive way that can significantly contribute to the growth of your firm.

Here’s an excerpt:

Knowledge is Power
Ways to empower staff to enhance the client experience

Policies and Procedures are only as good as your weakest link. Learn how to empower employees to recognize red flags and confidently respond to potential incidents. Basic education can go a long way toward increasing client service efficiency and productivity.

Encourage your employees to report abnormalities, and avoid discouraging false alarms. Building an environment where employees feel comfortable reporting issues without repercussions is paramount to identifying and acting upon breaches or other cyber issues as soon as possible. While first instinct might be to chastise an employee that opened a questionable email attachment, being able to act in the first couple hours can actually save a lot of damage. You will be much worse off if the employee doesn’t report it, and the virus/ransomware/malware, is able to run for hours, days, even months without detection.

Download our latest whitepaper, Changing the Cybersecurity Conversation, to learn how your RIA can positively respond to the call of cybersecurity within all aspects of your business: firm culture, client experience, operational management, and business development.

Need a cyber security partner who cares about your firm’s growth and success? Let’s talk.

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