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
QB Desktop, QBO

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O365

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Lori Simpson, Visory Vice Prsident, Operations & Customer ServiceChesterfield, MO – Nov. 2, 2022 (BUSINESS WIRE) – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and construction industries, today announced that Lori Simpson will lead its operations and customer service teams in a newly created role for the growing company.

As Vice President, Operations & Customer Service, Simpson is responsible for overseeing and integrating Visory’s operations and customer service teams, which have tripled in headcount since the company formed earlier this year as the result of the merger of RightSize Solutions, True North Networks and Swizznet. She will be based in the company’s Swanzey, New Hampshire office.

“I’m excited that our entire company and all of our clients will now benefit from Lori’s deep expertise in building and managing operations and high-performance service teams,” said Bob Hollander, Chief Executive Officer of Visory. “Lori’s proven ability to take service to the next level is Visory’s Obsessive Support in action, and we look forward to her leadership in this new role.”

Lori Simpson has more than 20 years of customer service and client management expertise. Most recently, she served as Chief Operations Officer for True North Networks, a provider of cybersecurity and technology solutions for independent registered investment advisors (RIAs), where she streamlined operations and implemented a robust customer service culture, instilling a fiduciary-focused mindset across the entire company.

Visory’s Obsessive Support® is the company’s pledge to the 4,500 organizations it serves. In every interaction, Visory’s experienced professionals strive to exceed client expectations by drawing on their industry knowledge and technical expertise to solve problems quickly and completely.

About Visory

Visory is the hands-on technology partner for 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 firms 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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