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

Lenexa-based RightSize Solutions had been growing steadily since its founding in 2002, but CEO and founder Wes Stillman wasn’t satisfied.

He knew the tech company had reached a point of scale, and it was time to put his foot on the gas. That was about four years ago, and since then, RightSize has netted about 30 percent revenue growth year-over-year, he said.
“It has to be a conscious effort to make that growth happen, and you have to be willing to put the money behind it,” Stillman said.

So he hired an outside marketer, a direct sales force and a firm to assist with business development.

Its success isn’t solely driven by new hires, however. Instead of being the tech company for everyone, RightSize launched with a niche: the wealth management industry, with an emphasis on independent registered investment advisers (RIAs). It provides outsourced information technology management and cloud-based cybersecurity solutions.

Before launching RightSize, Stillman worked in large companies with sizable IT departments. It struck him that the IT employees understood both the technology and the business, which created efficiencies, reduced costs and in some cases led to revenue opportunities.

It’s why he chose one industry — and one that’s highly regulated at that — so his company could become the expert at understanding the needs, pain points and regulatory requirements that RIAs face. That means RIAs don’t have to waste time explaining the nuances of the business and regulatory requirements to an IT employee before a tech issue can be resolved.

RIAs manage about $70 trillion, and RightSize helps its clients leverage technology that complies with regulatory guidance, enforces the client’s security policies and enables cybersecurity best practices. RightSize also helps clients with business continuity when natural disasters or other circumstances arise.

Although RightSize is a tech company, its culture is built on a service-first attitude, which has helped solidify low customer turnover. Its employees don’t resort to buzzwords to show off their smarts; they explain things in an easy-to-understand language.

Stillman said the company’s culture has played an integral role in its growth. It’s one where employees are eager to learn, want to collaborate with one another and continually look for ways to enhance RightSize’s offerings. Stillman encourages their feedback, regardless of their role, and he said the company doesn’t sit on suggestions.

One employee suggestion led to automating its hardware-as-a-service. It meant that RightSize no longer had to configure security protocols for devices such as personal computers in its office before sending them to a client. It took staff about a week to build code to automate configuration, which not only saves time, it allows RightSize to wipe a device remotely when it’s passed on to a new employee. The automation also drove down the cost, which helps RightSize keep its rates competitive.

As Stillman looks ahead, his goal is to double revenue within the next three years and then double it again within five.

“Over the last three to four years, our growth has been phenomenal,” he said. “We’re on a great roll, and I don’t see that slowing down.”

INSIGHTS
What We’re Saying
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
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
Endpoint Protection Services & 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
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
RightSize Cyber-Chats: Technology Issues Facing Financial Advisors
Welcome to RightSize Cyber-Chats, a series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of RightSize
Sep 28th, 2022
Comprehensive IT Support: What is Swizzstack?
At the beginning of 2022, Swizznet rolled out a new offering called SwizzStack (you see what we did there?) and we wanted to give you
Copyright ©2023 Visory. All rights reserved.