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Best in class security to protect your firm’s data and technology

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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

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Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

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Cybersecurity
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

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. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

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Secure single sign-on access for a connected world

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Backup your data for business continuity and compliance

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Keep everyone on the same page. Any user, every device.

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Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

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Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

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Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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Lorem Ispum Dolor Software CTA

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.

 

INSIGHTS
What We’re Saying
Nov 20th, 2024
Tax Season Readiness: Implementing the Security Six for CPA Firms
As tax season approaches, safeguarding sensitive client information should be a top priority for every CPA firm. The IRS recommends the Security 6, a set
Nov 19th, 2024
How CPA Firms Can Prepare for the Busy Tax Season
Tax season is always a hectic time for CPA firms, with tight deadlines, heavy workloads and strict compliance rules. To make this year smoother, focus
Nov 12th, 2024
Navigating the IRS WISP and Global Cybersecurity
Cybersecurity can feel overwhelming, especially with the growing number of regulations like the IRS Written Information Security Plan (WISP). But don’t worry—you’re not alone. Join
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
Oct 9th, 2024
Data Breach Survival Guide for Accountants
In our digital world, the safety of your clients’ sensitive information hinges on your vigilance and preparedness. It’s more than a responsibility—it’s a cornerstone of
Oct 8th, 2024
The True Cost of Cybersecurity Threats in Construction
Visory partnered with the American Institute of Constructors (AIC) to bring you this critical webinar: The True Cost of Cybersecurity Threats in Construction. We covered
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