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. 

|
Call Today (913) 396-4600
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

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

Investment advisers that use or permit the use of social media by their representatives, solicitors and/or third parties should consider periodically evaluating the effectiveness of their compliance program as it relates to social media.

Factors that might be considered include usage guidelines, content standards, sufficient monitoring, approval of content, training, etc.

Download PDF

View this Article as a PDF
THOUGHT LEADERSHIP
What We’re Saying
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Sep 27th, 2022
Three Steps for Mitigating Accounting Cyber Threats to Prevent Tax Season Attacks
If you think the middle of tax season “is not the time” to proactively improve your firm’s cyber security protocols, you may be playing right
Sep 19th, 2022
Four Steps to Lock Down Your Firm’s Security and Compliance Priorities
We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when
Jul 25th, 2022
Cybersecurity Tips for Accounting Data in 2021
October may be over, but cybersecurity awareness and the National Cyber Security Alliance’s (NCSA) theme of “Do Your Part. #BeCyberSmart” applies year round. At Swizznet,
Jun 29th, 2022
Reassessing Cybersecurity in a Changing World
As the industry waits for the Securities and Exchange Commission’s final rules on cybersecurity, RIAs can take steps now to better safeguard themselves and their
Mar 24th, 2022
Building Confidence in Your Cybersecurity Program
How to put into practice lessons learned from recent Division of Examinations Risk Alerts and Division of Enforcement cases. How to proactively improve cyber hygiene
Mar 21st, 2022
Tax Season Security Tips for 2022
We’re kicking off accounting’s favorite time of the year: tax season (cue the memes). Accountants aren’t the only busy people. The financial data surrounding returns
Mar 20th, 2022
6 Safeguards for Ensuring Accounting Cyber Security
With all the news about accounting cybersecurity threats, there’s another angle that’s less talked about: the opportunity these breaches create for CPAs and accountants. Clients increasingly
Mar 20th, 2022
Tax Season Preparation Best Practices: 7 Tips for CPAs & Accountants
As of August 24, 2021, there were 669,130 actively licensed CPAs in the United States. It’s a safe assumption to say that not one of them would
Copyright ©2022 Visory. All rights reserved.