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 Online

Bypass the wait time and access Visory’s Obsessive Client Support®


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


The same Sage you work in every day, only better


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


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.
View All
Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

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. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world


Backup your data for business continuity and compliance


Keep everyone on the same page. Any user, every device.


Secure connections for all your users, devices and networks

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.
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


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy


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

There has been more consolidation in the managed security and hosting space. On Monday, True North Networks and RightSize Solutions announced their merger to become Visory.

Prior to the merger, both firms specialized in technology management and cybersecurity support to independent RIAs and other types of financial services firms, though they were competitors.

Related: WealthStack Roundup: International Expansion For TIFIN and iCapital, Schwab Updates Onboarding

Both had also been portfolio companies within Connecticut-based private equity firm Bluff Point Associates, of which the merged company remains a part.

“Hosting is just a small aspect of the solution we bring to market,” said Bob Hollander, CEO of Visory, speaking about one of the firm’s early drivers of business.

Related: Smarsh to Acquire Entreda

“Hosting became cloud, and now software as a service; however, the rest of the stack still warrants integration support and security; Visory is the full stack IT integrator of technology,” he said, “and trying to unlock the power of the cloud the big guys have used for years is hard to do for a smaller firm.”

WealthManagement.com spoke with Hollander, Wes Stillman, the founder of RightSize Solutions and now Visory’s chief technology officer, and Steven Ryder, the founder of True North Networks and now the chief strategy officer of Visory.

Visory has both a managed service provider (MSP) and managed security service provider (MSSP) offerings.

MSP provides defined, remote IT services for businesses that cannot afford or lack the internal expertise to manage their systems, databases and applications in-house, which can often be the case for many RIA firms.

With an MSSP, a firm is receiving security monitoring and management services specifically to ensure they are protected from cybersecurity threats, and that includes threat monitoring and intrusion detection, firewall management, patch management, endpoint protection and penetration testing, among other services.

“I think it is really more IT as a service rather than hosting or cloud-based. Our job as advisory is to discuss with them how they best want to secure their environment, it could be hosted, hybrid,” said Ryder.

The men said Visory supports solo practitioners up to firms with hundreds of employees—the sweet initial spot is a firm with five to 100 advisors or employees.

“For the smaller shop, we will be their IT team and as you get larger and larger we can complement their internal team,” Hollander said.

“We do the tough stuff and that’s one reason we ended up with the Visory name, we want to come in to complement them and what their needs are,” he said.

Asked about the current threat environment and what advisors should be most concerned about, phishing attacks remain the No. 1 most commonly reported threat.

“The social engineering aspect of the attack vectors are there and the smaller the firm the more likely they are to fall for it,” said Stillman, noting how sophisticated various threats have become and how good they are at accessing personal information, whether through social media or compromised databases from third-party providers or from other illicit sources.

Ryder emphasized the point that all antivirus is no longer equal, something he said too many other providers fail to note.

“We’re running SentinelOne, it is AV on steroids, it is not your mother’s antivirus,” he said, naming one example of the sophisticated technology the firm employs and noting its ability to manage, monitor, and provide remediation.

Related Services Areas
Related Articles
What We’re Saying
Copyright ©2024 Visory. All rights reserved.