IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Application HostingTake your business to new heights with Visory’s flexible QuickBooks hosting solutions
The same Sage you work in every day, only better
An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs
Revolutionize your next tax season with added efficiency and mobility
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesOur dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
CybersecurityWe’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
ComplianceIRS 4557 and the FTC Safeguards Rule
Complying with state and federal privacy regulations and more
Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
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As an RIA, you are focused on retaining clients, improving service and growing your business. Technology and cybersecurity are necessities—but not necessarily something you want to handle yourself. We get it. A question we get asked often at RightSize Solutions is, “How much does it cost to handle our cybersecurity for us?”
Today, we’re going to shed some light on this question.
The biggest hurdle? Coming up with a plan.
In today’s complicated online environment, having a comprehensive cybersecurity plan (and then implementing it) is essential. This starts with a customized approach that is right for your RIA. Whether you do it yourself or outsource it, you will have to invest:
- some time
- some money
- some cooperative effort
At RightSize Solutions, we specialize in making your involvement as efficient as possible—so that you can spend more of your time, money and effort focused on growing your (safe and protected) business.
Variables that affect your cost
The cost of cybersecurity varies for our clients depending on a number of things:
- The number of employees (which tells us the number of devices and access points)
- The size and complexity of your business
- The state of your hardware and software
- How many offices you have
- How much mobility you have
- Whether are you cloud-based or not
- Your tolerance for risk
In every scenario, your investment will be worth it…
In the big picture, an effective cyber security approach does not cost much money. In fact, once you realize its importance, most of your RIA’s cybersecurity vulnerabilities can be fixed relatively cost efficiently through training, tools and management. However, the cost of ignoring cybersecurity could cost you everything.
Want to talk numbers?
We can provide you a ballpark figure once we ask you a few questions about your business and infrastructure.
Let us help maximize your resources and create the best cybersecurity plan possible for your RIA. Let’s talk about how.Let’s talk about how.
How Growing Firms Scale Without Breaking
Close the Gap: Quick Wins to Enhance your Cybersecurity
Tech Integration in RIA M&A: The Top 10 Steps to Prevent Post-Deal Chaos
How SecureAudit lays the Groundwork for Compliance
Protecting Wealth Clients from Social Engineering: Outsmarting the Human Hack
