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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Call Today (913) 396-4600
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.
Application Hosting
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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
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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.
Compliance
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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

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O365

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Lorem Ispum Dolor Software CTA

As we head into 2020, we believe this article summarizes a trend we think will continue to gain momentum.

We’ve always believed that cybersecurity should be looked at a lot more than just checking off a box but rather an integral component in providing holistic advice and the protection that RIAs provide to their clients.

In a very forward-thinking article ‘Making cybersecurity an adviser business opportunity’, Tech Reporter at InvestmentNews, Ryan Neal, makes a case for how advisers can become the clients’ first line of defense to keeping their financial lives safe.

Ryan explains how the advisor client conversation can change to:

“My idea is to change how we discuss cybersecurity away from a scary, complicated technology issue to a potential money-making opportunity. Instead of a threat that could destroy your business, what if cybersecurity became a service advisers provided alongside financial planning and portfolio management? What if advisers become clients’ first line of defense to keeping their financial lives safe?”

Read the full article here

INSIGHTS
What We’re Saying
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
Indecent Exposure? It’s Time for Device-Level Cybersecurity Endpoint Detection and 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
Jan 9th, 2023
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
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
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
Cybersecurity Risk Survey
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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