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
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INDUSTRY EXPERTISE
RIAs & Wealth Management Firms

We are passionate about helping financial advisors navigate the technology, privacy and security demands of the wealth management industry.  For more than 20 years, independent registered investment advisors (RIAs) and other wealth managers have turned to Visory for technology and cybersecurity solutions that comply with regulatory guidance and scale to support their needs.

WEALTH MANAGEMENT

Services

Your ability to manage your clients’ money relies heavily on seamless, secure technology — so privacy, security and compliance are essential. From privacy and security to compliance and the cloud—Visory has secure, efficient solutions to help firms of all sizes.
Services
IT Support Services
Managed Services
Cybersecurity
Compliance
IT Support Services for Wealth Management

Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.

Learn More

Managed Security

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More

Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Learn More
Managed Services for Wealth Management

Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone.

Learn More

Managed Security

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More
Cybersecurity for Wealth Management

Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.

Managed Security

In-depth security expertise with technology that complies with regulatory guidance for safe and continual monitoring.

Learn More

Zero Trust

Security that ensures everyone granted access is who they claim to be.

Learn More

Awareness Training & Testing

Educate and train your most important last line of defense – your people.

Learn More

End Device Protection

Protection where people and their machines intersect.

Learn More

Multifactor Authentication

Secure access to your data, reduce the risk of compromise, prevent cyberthreats.

Learn More
Compliance for Wealth Management

Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.

RIA & Wealth Management Compliance

Helping advisors with compliant security solutions for over 20 years.

Learn More
Want to learn more?
We’re here to help

Keeping up with the demands of the ever-evolving world of technology and cybersecurity can be a challenge – but that’s our job, not yours. We’d welcome the opportunity to talk with you about your needs and how we can help you find a way forward.

Or Call Us Today at (913) 396-4600
Cybersecurity & IT Management Solutions for RIAs
You Know You Need to Get This Right

RIAs know that secure workspaces are non-negotiable, but are unsure of how to maximize their resources to get the cybersecurity and technology they need. There are compliance issues to worry about, in addition to the rising threat of data breaches and cybersecurity attacks that have the potential to wreak havoc on their firms and their clients.

In today’s ever-changing environment, advisors want a technology partner that understands the business of financial advice, the role of a fiduciary and the need for flexible solutions that scale with their business and how they work. Like the clients they serve, advisors want a partner they can rely on and trust.

Cybersecurity Solutions for RIAs
The RIA Cybersecurity Checklist

RIAs need cybersecurity programs that are on track and up to regulatory par. Here’s a quick checklist to assess how your firm currently stacks up, or whether you need to fill in gaps to protect against potentially devastating data breaches:

  • Do my cybersecurity compliance policies include remote work?
    Consider: You may have the technology to support remote work, but have your cybersecurity policies and protocols been updated to protect client and firm data? Have you tested these policies to know whether they’ll pass regulatory muster?
  • Are my fintech and tech stacks integrated?
    Consider: Better management and integration of your fintech and tech stacks result in better cybersecurity and data protection. True integration is achieved through a hybrid approach to technology management.
  • Does my firm’s tech budget account for potential risk as well as growth?
    Consider: Typically, 20 to 25 percent of the RIA’s tech spending goes to the tech stack, with the remainder allocated for the fintech stack.
  • Are we consciously communicating on cybersecurity with clients?
    Consider: Make sure you reach out to clients to update them on the cybersecurity upgrades you’ve made to keep their information secure and protected.
  • Does our firm foster a culture of cybersecurity?
    Consider: A culture of cybersecurity starts at the top. Revise your tech policies regularly to adjust for changes in the business and require everyone at the firm to review and sign the updated documents annually. Share headlines on data breaches with employees, with reminders on why certain policies are in place, and celebrate the firm’s cybersecurity successes.
  • Do you really know what’s going with your vendors?
    Consider: You need to understand how your tech vendors store and protect their data, so if there’s ever an issue, you can communicate with your clients with some assurances.
Cybersecurity & IT Management Solutions for RIAs
Why Choose Visory?

At Visory, our goal is to deliver world-class security and IT services that fit your firm’s needs, and help increase your profitability and efficiency. Since 2002, our experts have worked closely with independent RIAs to help them use technology to do better business. We are the industry’s go-to experts for SEC-compliant technology solutions, network security and support that can scale to support firms of any size.

We know that there is no one-size-fits all cybersecurity solution, so crafting the right solution is our specialty.  Everything we do comes down to this: optimizing your use of technology to achieve excellence in the safest environment.  At the end of the day, we only succeed when you do.

We have the accolades, the expertise, track record and a roster of satisfied clients, but at Visory, we are about so much more than that. An obsessive commitment to 24/7 service and a deep passion for our clients’ success are what set us apart as your technology partner.

Cybersecurity Solutions for RIAs
What is SecureWorkplace®?

We know that cybersecurity attacks and potential data breaches can come from a variety of sources using a myriad of strategies, so firms need a comprehensive solution to manage these threats. Visory’s SecureWorkplace is built on the premise that security needs evolve, especially when your business is subject to regulations and compliance requirements. Visory prepares you to operate your business knowing you have multiple layers of security protection in place at all levels – from the firewall to the employee – in order to alert, audit and report security issues that may arise.

Visory’s world-class systems actively monitor for and detect potential threat, automatically alerting our team when suspicious activity needs further investigation.

SecureWorkplace features:

  • Comprehensive, enterprise-grade protecion: A multi-layered approach protects your entire firm and your data from cyberattacks.
  • Active monitoring: Our team intercepts, contains and remediates suspicious activity, reducing the likelihood of cybercrime.
  • Employee awareness: Security awareness, simulated phishing attacks and social engineering are integral to our program.

SecureWorkplace services include:

  • Centrally managed antivirus solution
  • Enterprise-grade firewall
  • SecureWorkplace ticket board
  • Employee Awareness Training
  • Network Security Assessment
  • Security agent on servers, workstations and other devices
  • Monthly reporting
CASE STUDIES
Related Work

Check out a few of our case studies to see how we’ve helped firms like yours navigate a range of technology and cybersecurity issues.

Wealth Management
Breakaway with ease
Visory helped a billion-dollar team breakaway and set up shop in record time, with no disruptions in data or operations.
Wealth Management
Sailing through the SEC audit
Wealth Management
Protection from ransomware attacks
After spotting suspicious cyber activity within seconds, Visory’s multi-step process of containment, removal and recovery kicked into overdrive to resolve it.
Wealth Management
Need for flexibility and security
A multi-billion dollar RIA aggregator was constrained by inflexible technology and vendor contracts, so Visory upgraded the firm to a secure technology backbone that could grow with the firm.
INSIGHTS
What We're Saying
Nov 11th, 2022
10 Tips to Improve the Security of your Firm
1) Survey your technology environment 2) Update your cybersecurity policies 3) Emphasize cybersecurity training 4) Encourage active participation & awareness 5) Use encryption 6) Set
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,
Nov 2nd, 2022
Visory Taps Lori Simpson to Lead Operations and Customer Service
Chesterfield, MO – Nov. 2, 2022 (BUSINESS WIRE) – Visory, a provider of technology management, cybersecurity and hosting solutions for the accounting, wealth management and
Oct 26th, 2022
RightSize Cyber-Chats, cybersecurity and technology issues facing financial advisors.
Welcome to RightSize Cyber-Chats, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors. On each episode of
Oct 26th, 2022
RIA Spending to Rise with SEC’s Cybersecurity Proposed Rule’.
The Securities and Exchange Commission may soon have a heavier hand in registered investment advisor firms’ cybersecurity policies. The SEC voted last month to propose
Aug 11th, 2022
Merger between RightSize Solutions and True North Networks creates Chesterfield-based Visory
A pair of companies that provide technology for independent registered investment advisers (RIAs) are teaming up, creating a new entity that will have its headquarters
Aug 11th, 2022
The Week in Digital Wealth (7/19/22)
By Christopher Robbins This week in digital wealth, we pick up some of the slack in advisor wealthtech with a major announcement from Schwab and
Aug 11th, 2022
RightSize Solutions merges with New Hampshire company to form Visory
Lenexa-based RightSize Solutions has teamed up New Hampshire-based True North Networks to form Visory. Founded in 2002, RightSize provides outsourced information technology management and cloud-based
Aug 11th, 2022
True North Networks and RightSize Solutions become Visory
True North Networks in Swanzey has joined forces with RightSize Solutions to become Visory, a provider of technology management, cybersecurity and hosting solutions for independent
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