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 with Visory and industry-leading KnowBe4.

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

RightSize Solutions Brings Secure, Fast and Flexible Managed Technology Environment to Independent RIAs with the New RightSize Shield

New Cybersecurity Whitepaper and Policy Template Give RIAs More Cybersecurity Resources

Lenexa, Kan. – Sept. 12, 2018 – In one complete and compliant offering, RightSize Solutions has built the next level of technology support for independent registered investment advisors (RIAs).  Called the RightSize Shield™, RIAs now have a fast and flexible operating environment that complies with regulatory guidance, enables cybersecurity best practices and enforces the firm’s security policies.

To call attention to the urgent need for better RIA cybersecurity, RightSize Solutions is also offering a cybersecurity policy template for RIAs with its latest whitepaper, The Cybersecurity Policy Upgrade Imperative, which are both available for download on the company’s website.

RightSize Solutions provides outsourced information technology (IT) management and cloud-based cybersecurity solutions to the wealth management industry, with a special focus on RIAs. The company is the leading provider of cloud hosting and cyber tools to RIAs, receiving some of the highest marks for customer satisfaction, according to a recent survey of independent advisors[1].

Its ground-breaking offering, the RightSize Shield, addresses the widening gap between RIAs’ need for increasingly secure and sophisticated data and technology security and their lack of quality bandwidth to be able to handle these issues efficiently, cost-effectively and in compliance with regulatory guidelines. The Shield is a comprehensive and flexible operating platform that reduces cybersecurity risks in a way that optimizes a firm’s technology spend.

“Putting everything ‘in the cloud’ is not a cybersecurity plan.  A secure, private cloud is only one piece of a comprehensive cybersecurity program that can pass regulatory muster and even more importantly, withstand cyberattacks,” said Wes Stillman, founder and chief executive officer of RightSize Solutions.

“RIAs need to stay ahead of potential breaches, but their reliance on web-based solutions and mobile devices means that firms, client data and assets are at increasingly greater risk of an attack.”

What is the RightSize Shield?

The RightSize Shield gives RIAs the best in data protection and computing resources without compromising cost, speed or flexibility. Using a holistic approach, the Shield includes technology management, planning, implementation and monitoring so advisors can work the way they want to work. This includes:

Importantly, the RightSize Shield addresses the cybersecurity preparedness recommendations from the Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE). User access rights and management protocols allow RIAs to configure user- and device-level access. Its conditional access protocols add another layer of security. And the Shield supports strong data loss prevention protocols by managing the dissemination of client data and company information within and outside of the firm’s private cloud.

“Protecting against cyberattacks and data exposure is critical to every RIA’s business and reputation,” said Stillman. “As regulatory scrutiny increases, RIAs need a defensible program that shows they are protecting clients and data to the best of their ability. ‘The cloud’ and off-the-shelf infrastructure offerings alone do not empower advisors to be able to make this claim.”

The Shield combines the advantages of centralized and decentralized computer network architecture – security and flexibility, respectively – in one secure, centrally managed platform. The plasticity of the Shield also makes it easy for firms to scale operations as business grows and bolster their business continuity and disaster recovery capabilities.

By using multi-pathing capabilities for all available internet service provider (ISP) lines through the use of a proprietary, highly configured SD-WAN platform, the Shield maximizes the available bandwidth speed of all ISP connectivity options. For RIAs, this means that data is transmitted faster and at a higher quality, and issues with data line capacity and redundancy are eliminated.

The Cybersecurity Policy Imperative

Cybercriminals and criminal networks are highly sophisticated operations that are increasingly successful at flying under the radar, according to the newest whitepaper from RightSize Solutions.  As a first line of defense, RIAs need policies and procedures that can stand up to this level of clandestine attack.

There are several components to successful cybersecurity policy implementation for RIAs, and the need for C-level support is first and foremost. The RIA’s chief information officer / chief information security officer must be someone who not only understands the potential risks to the business as a whole, but who has the authority and necessary gravitas to enforce a culture of compliance.

The paper also makes the case for closer monitoring of email usage. Whether due to user error or gaps in cybersecurity protection, most breaches happen through email. To prevent these issues, strong cybersecurity policies have conditional access rules and technology in place, such as multi-factor authentication (MFA) and email monitoring.

“Without enforceable cybersecurity policies and procedures, RIAs simply do not stand a chance against today’s sophisticated criminals,” said Stillman. “Implementing technology or cybersecurity measures without a strong policy is like attempting to build a house without a blueprint. The cybersecurity policy gives the advisor the plan for dealing with perceived threats.”

To learn more about the RightSize Shield, click here to access the downloadable brochure.

To download The Cybersecurity Policy Upgrade Imperative and cybersecurity policy template, click here.

About RightSize Solutions

Founded in 2002 and based in Lenexa, Kan., RightSize Solutions helps RIAs gain a competitive advantage and do better business. The company was the very first provider of outsourced technology management and cloud-based cybersecurity solutions to RIAs, and today remains committed to helping independent advisors achieve business excellence in the safest environment. More information on RightSize Solutions is available here.

[1]2018 Software Survey; T3, Inside Information and Advisor Perspectives; 2018.

INSIGHTS
What We’re Saying
Jul 20th, 2023
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other
Jul 13th, 2023
AI Will Heighten Cybersecurity Risks for RIAs
As technology advances, so do the threats posed by cybercriminals. The wealth management industry in particular is facing amplified risks due to the introduction of
Jun 22nd, 2023
Establishing a Robust Cybersecurity Policy for RIAs
In today’s digital age, Registered Investment Advisors (RIAs) face an ever-increasing risk of cyber threats. As the financial industry becomes more reliant on technology, it
May 31st, 2023
A Functioning Cybersecurity Stack: Ensuring Firm Security and Regulatory Compliance for RIAs
In the realm of investment advisory firms (RIAs), the significance of robust cybersecurity measures cannot be overstated. As businesses navigate the digital landscape, protecting sensitive
May 3rd, 2023
Are You Ready for the Proposed New SEC Cybersecurity Management Rules?
You can’t miss the news – new cybersecurity rules for advisors are coming. Though the Securities Exchange Commission (SEC) and others have issued guidance and
Apr 12th, 2023
A Deep Dive into the Cybersecurity Stack
A cybersecurity stack contains all the tools meant to protect a firm against data breaches and other online security attacks. The stack must be actively
Copyright ©2023 Visory. All rights reserved.