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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Lorem Ispum Dolor Software CTA

We have a lifeboat—but (oops!) it’s back at shore.

When it comes to lifeboats—and cyber-security policies—you don’t want to have an “oh shoot” moment.

Have you seen the recent announcements from the SEC’s OCIE Cybersecurity Risk Alert? It summarized observations from the OCIE’s second cybersecurity survey of financial services firms in relation to cybersecurity-related policies and vulnerability to attack. Many firms were doing some things right…but overall, there’s major room for improvement.

The good news included:

  • Nearly all broker-dealers and almost half of the advisers and funds conducted penetration tests and vulnerability scans.
  • All surveyed firms utilized some data loss prevention tool.
  • Most firms specifically identified employees to be in charge of cyber-related responsibilities and had cybersecurity organizational charts.
  • Almost all firms conducted vendor risk assessments.

Here’s the not-so-good news:

Most of the firms had information protection policies that were too narrow, too vague or not properly enforced or maintained. A policy that doesn’t fit your firm may sound like it fits the bill, but when push comes to shove, it’s useless.

Best practices: What should your RIA do?

The OCIE encouraged all firms to:

  • Create detailed cybersecurity-related instructions that implement policies; for such things as penetration tests, security monitoring and system auditing, access rights, and reporting exposed sensitive information.
  • Maintain prescriptive schedules and processes for testing data integrity and vulnerabilities, including vulnerability scans and patch management policies.
  • Establish and enforced controls to access data and systems. For instance, “acceptable use” policies, required and enforced restrictions and controls for mobile devices, third-party vendor management, and employee termination protocol.
  • Mandatory employee training.
  • Engage senior management.
  • Maintain an inventory of data, information, and vendors.

Be honest with yourself…

Does your firm have policies somewhere on a shelf?

Are these policies actually specific to your RIA and the way you operate?

Are you actually implementing these policies?

If all of this feels like uncharted waters—let us help you navigate.

INSIGHTS
What We’re Saying
Mar 13th, 2023
Visory Names Ryan Treisman New Chief Technology Officer
CHESTERFIELD, MO – March 13, 2023 – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and construction industries,
Jan 19th, 2023
Indecent Exposure? It’s Time for Device-Level Cybersecurity Endpoint Detection and Response
Antivirus software and firewalls are no match for the artificial intelligence (AI) enabled exploits of cybercriminals. Today’s bad actors are successful because they exploit the
Jan 9th, 2023
Visory Achieves SOC 2® Type 2 Certification
CHESTERFIELD, MO – Jan. 9, 2022 – – Visory, a leading technology and cybersecurity solutions provider for professional services firms, has successfully completed Service Organization
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
Securing your firm’s data means knowing where to make improvements. These tips are designed to get you on the right track to improving the security
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
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