|
Call Today (888) 252-2990
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

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

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

Liscio Client Communication

Liscio mobile app streamlines client communications and makes security automatic.

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

Written Information Security Plan (WISP)

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

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

After more than 30 years of managing technology in high-level positions in a variety of industries, Wes Stillman founded Lenexa, Kan.-based RightSize Solutions in 2002. It was the first provider of outsourced technology management and cloud-based cybersecurity solutions for registered financial advisors. In 2018 it launched the RightSize Shield, which it calls “the most comprehensive, flexible and completely compliant cybersecurity solution for RIAs.”

Stillman believes that a “smart” technology infrastructure goes beyond protection against cyberattacks. It can improve efficiency, serve as a platform for growth and, ultimately, increase a firm’s valuation, he said.

He recently spoke to Financial Advisor about the growing cybersecurity threats financial advisors face and what they can do about them.

How did you come to focus your business on financial advisors?

When I got the opportunity to start RightSize Solutions it was very obvious to me that most of the IT providers out there were great at IT but were trying to provide IT to all companies. You can’t do cybersecurity as one size fits all. It has to be built around how you work, how you work with your clients and what your clients are going to accept from a security standpoint.

Are there specific threats that RIAs face?

RIAs make great targets for the bad guys out there. Most of them are small organizations, up to as much as 30 to 40 people. And they deal with a lot of money, from a few hundred million dollars to a few billion under management. Over the past year it has become more obvious how vulnerable they are. The SEC has really put a major focus on it, along with the states. In 2015, the SEC started talking about guidelines for cybersecurity. Since then it has moved from not really understanding what needs to be in place for RIAs to being well educated about cybersecurity. We’ve seen the SEC exam go from four to five questions about cybersecurity policies to more than 40 very detailed questions. So there’s no doubt that there is a need for these firms to really engage with someone who understands what the needs are and can help them focus on that.

Do RIAs take cybersecurity seriously?

We hear all the time from RIAs, “I know I need to do something, but I don’t know where to start.” The SEC’s focus is on enforcement; it doesn’t help you create a policy on what you should be doing. Our job is to help advisors not only understand what should be in place, but actually make that happen for them. Most RIAs today do have a cybersecurity policy, but it’s usually created through their compliance department. For example, they may have a policy that you’re only supposed to get email on your personal phone if it’s encrypted. That’s a good component to the policy. But they have no way of knowing if everyone in their company is complying with that, and no way of enforcing the policy.

Instead of just reporting on what is out of compliance, we want to make sure that their policies are being adhered to. It’s a proactive approach as opposed to a reactive one. We do all the monitoring and reporting on the back end of things, which is important, but once we have that policy in place, we enforce those policies with technology. We work as part of your team—with your compliance group, your operations group. Cybersecurity is not something you can just buy. It’s a combination of awareness, training and enforcement, and it’s ever evolving.

INSIGHTS
What We’re Saying
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
Jan 29th, 2024
Managed Services IT vs. In-House IT: Which is Best for Your Business?
Managed services IT and in-house IT can achieve similar results, but deciding between them is a critical business decision that goes beyond selecting an IT
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Copyright ©2024 Visory. All rights reserved.