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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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.
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Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

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Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

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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.
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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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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.
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Tax & Accounting

IRS 4557

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Complying with state and federal privacy regulations and more

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By Wes Stillman

Phishing email scams and unprompted or suspicious requests for login credentials are real. Both have the potential to devastate businesses and individuals in very short order. For this Tech Trends post, I wanted to share a real-life example of how quickly bad actors can move and the type of response that’s needed to address it.

A massive business failure for our client was avoided because we understood the sophistication level of the bad actors and flagged their activity, ultimately containing their actions and thwarting their intentions within minutes.

Here’s What Happened

As part of our ongoing and active monitoring protocols, our team recently spotted suspicious activity occurring inside a client’s private server. It appeared as if an employee had logged on from an unusual IP address and their behavior was outside of their normal usage patterns. 

Within 60 seconds, our AI-enabled technology identified the aberrant, atypical actions, allowing our experts to assess what was going on and act immediately. Within minutes, our experts verified this was a bad actor using stolen credentials that were not protected by multifactor authentication (MFA).  MFA requires at least two forms of identity verification to get access to a system.

Once the suspicious activity was discovered and confirmed, our team contained the attack by isolating our client’s server and taking it offline.

For the next 60 minutes, the multi-step process of containment, removal, and recovery kicked into overdrive.

Only after we were fully satisfied that the client’s systems were ‘clean’ did we re-enable access to the server so that the client could continue access as usual. All users at this client were urged to change all of their passwords to all of their accounts immediately.

The Takeaway

Even though this client had not engaged us to manage their end devices and did not have MFA in place, we were able to save the firm by taking the client’s server offline for a few hours during their business day to address this attempted attack.

True, the disruption may have seemed inconvenient at the time. But in this case, it was a necessary and critical part of the remediation process that included salvaging and protecting the client’s systems, and restoring them back to their pre-intrusion state.

That said, with end device management and MFA in place, the employee’s ID credentials would not have been compromised and this situation would not have happened.

Some Final Thoughts on Staying Secure:

  • Implement MFA and end device management – used in combination, these tools can prevent most cybersecurity attacks.
  • Don’t click on any links or attachments inside phishing emails. Doing so instantly compromises the email account and puts the firm’s IT network into the hands of a criminal or criminal network.
  • Never upload or offer your credentials unless you are expecting to access a known system. When in doubt, don’t enter anything in and call your IT support team.
  • Pay attention to the senders of inbound emails. “Spoofed” email addresses look similar enough to a legitimate address and can trick the unsuspecting receiver into giving away access or information to a cyberthief.
  • Have your IT support team implement a cybersecurity training and testing program for your entire organization on data protection and cybersecurity protocols.

# # #

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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