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.
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
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O365

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CHESTERFIELD, MO – Jan. 9, 2022 – – Visory, a leading technology and cybersecurity solutions provider for professional services firms, has successfully completed Service Organization Control (SOC) 2 Type II certification for its hosting business. The achievement caps off a milestone year for the company, which in 2022 combined the resources of RightSize Solutions, True North Networks and Swizznet to form Visory, Inc.

Visory delivers complete IT support solutions to organizations in the accounting, wealth management and construction industries. The SOC 2 Type II certification from the American Institute of Certified Public Accountants (AICPA) validates that Visory’s internal controls are being met for the security, availability, and confidentiality of client data.

“We are proud of the rigorous security standards we have in place for our internal systems, processes and protocols for protecting client data,” said Bob Hollander, Visory’s Chief Executive Officer. “We hold ourselves accountable for meeting the highest standards because our clients shouldn’t have to think twice about the availability and security of their information when working with Visory.”

The SOC 2 examination focuses on a service organization’s internal controls for data security, availability, processing integrity, confidentiality or privacy. Organizations eligible for SOC 2 exams include cloud service providers, software-as-a-service (SaaS) providers and others that store client information in the cloud.

Independent audit firm CliftonLarsonAllen LLP conducted Visory’s examination and found that the company’s service commitments and system requirements were achieved based on the AICPA’s trust services criteria for security, availability, and confidentiality. The examination took place from June 1, 2022, through September 30, 2022, and included Visory’s RightSize Solutions and Swizznet offerings.

In addition to achieving SOC 2, Type II certification, Visory also complies with the recommendations and guidance in IRS publication 4557 on safeguarding taxpayer data. The company’s Swizznet business line is PCI SAQ D compliant with the Payment Card Industry Data Security Standard (PCI DSS), a strict set of policies and procedures that protect credit, debit and cash card transactions and prevent the misuse of cardholders’ personal information.

“Cybersecurity and data privacy have been at the core of our business since we started. The SOC 2 Type II certification is the latest affirmation of our commitment to serving clients well by embedding enterprise-level data privacy and systems security protocols and processes into everything we do,” said Hollander.  

About Visory

Visory is a hands-on technology, cybersecurity and hosting solutions partner to more than 4,500 organizations, including independent financial advisors, accounting firms, construction firms and other businesses. The company combines deep knowledge of the best business-oriented technology with proven industry expertise to deliver thoughtful solutions and support to help its clients grow. The company maintains headquarters in Chesterfield, Missouri, with a remote workforce and other office locations across the U.S. For more information, visit www.visory.net.

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