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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An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

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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.
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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.
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Tax & Accounting

IRS 4557

Other Businesses

Complying with state and federal privacy regulations and more

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When an advisor decides start to an independent RIA firm, it is time to think about technology. Technology isn’t usually top-of-mind for breakaways, but there are a myriad of decisions to make far in advance of turning on the lights in the new firm. To help navigate this transition, here’s a short primer on what to consider and when during the three phases of the breakaway lifecycle.

12 Months From Launch Date: Research & Guidance
Approximately 12 months before the intended launch date, breakaways need to think through how they want their firm to function so they can start building their technology platform accordingly. This means attending demonstrations and meeting with technology vendors to understand what is available.

Starting an RIA introduces breakaways to a new world of advisor technology. The sheer volume of choices can be overwhelming for those accustomed to flipping a switch and getting to work. Even breakaway teams typically lack an expert in RIA technology and operations who can help think through what is a need-to-have, nice-to-have and unnecessary.
At this stage, breakaways also choose a custodian (or two), which influences the future RIA’s technology. While the custodian’s technology consultants can offer high-level insights on some software and applications, advisors should not rely solely on what the custodian says. Their support is needed, but their focus is on integration with their platform.

An independent technology consultant who understands the particulars of starting a RIA can take breakaways through all of the ins and outs of technology planning for a new firm. This impartial third party can facilitate discussions about workflow and timing, helping breakaways think through things like: Does the phone system need to integrate with the CRM system? Do you need an office scanner or a desktop scanner? What about paper flow? What kind of wiring should the new office have?
Once the breakaway crystalizes how they want their workflow to … flow, the consultant can offer guidance on what to buy and when, integration and equipment installation.

Six Months to Go: Building a Virtual Office

Technology decision-making gets underway in earnest about six months from the RIA’s official start date. There are limits on what a breakaway can do prior to opening up shop, but this the time for getting as much technology in place as possible to be as fully operational as possible by day one.

It is time to buy things like hardware, copiers and printers. It is time to consider office space with the right infrastructure and wiring. It is time to select a telephone system and figure out who will purchase and have it installed when the RIA does not officially exist.
It is also time to pick fintech vendors and work out payment agreements. Fortunately, there are plenty of providers that understand the special circumstances of starting an RIA.

This is the time when breakaways need a staging environment for testing workflows, training staffers and accessing email and email archiving, Microsoft Office, printers, Adobe, CRM, data files and the like. Dually registered advisors will need to ensure that email and file storage comply with the requirements of their broker-dealer.

Policies on technology usage, compliance and enforcement should be set before day one, particularly for advisors who intend to hire employees right away. Cybersecurity threats are real, and errors and ignorance can lead to costly breaches. Ultimately, it is the responsibility of the RIA owner to ensure that the firm’s systems and client data are protected.

As each piece falls into place, the breakaway’s environment migrates from virtual to reality. Breakaways can call upon their technology consultant to facilitate much of this, whether it is working with compliance, or managing technology vendors for access and equipment set up for things like the internet service provider, the phone system and office wiring.

Open For Business: Reality Check

Once the RIA is officially opened, there will be technology hiccups, so advisors should not panic. No amount of virtual practice can fully simulate or predict anyone’s first “big game,” real-time experience. Adjustments and glitches are normal.

Processes that ran smoothly in the virtual environment may not work as well once the phones start ringing and data start flowing in and out of the firm. Retraining on some systems and applications may be necessary. There will be kinks to work out along the way, so it is wise to wait until things settle down, typically 45 days post-launch, before re-evaluating your system and making major modifications.

A Friendly, Final Word of Advice

Launching any business is a Herculean undertaking, and breakaways do so undercover, alongside a full-time job and life’s other priorities. Be sure to partner with consultants and vendors who can keep a flexible schedule — that is, after hours, late nights and on weekends.

As with any startup, there are upfront technology costs that must be paid before the RIA officially opens for business. Breakaways should not make the mistake of choosing cheaper technology initially, intending to upgrade and patchwork in better solutions down the road. Getting this wrong is disastrous for a new firm and costly to fix, so dedicate the resources to getting it right the first time. Your clients and your growing new business will thank you.

INSIGHTS
What We’re Saying
Mar 13th, 2023
Visory Names Ryan Treisman New Chief Technology Officer
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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
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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
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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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