IT Support ServicesThe hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs
Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone
Best in class security to protect your firm’s data and technology
Application HostingTake 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
Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server
Access affordable enterprise-grade hosting solutions with none of the IT burden
Managed ServicesWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to
CybersecurityWe’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people with Visory and industry-leading KnowBe4.
Protection where people and their machines intersect
Secure access to your data with multiple verification checks on identity, reduce the risk of compromise, prevent cyberthreats
ComplianceIRS 4557
Complying with state and federal privacy regulations and more
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How resilient if your infrastructure?
What we mean is—if something goes wrong—how prepared are you to handle it?
For the most part, the tools we all use every day work properly. Things usually run smoothly. But what happens when something goes wrong (and at some point, something always goes wrong), whether it’s a power outage, natural disaster, security breach or technical failure with a partner.
Here’s a recent example:
At RightSize Solutions, we use Zendesk for our help desk. It works well and we recommend it. However, a few weeks ago, Zendesk was down for a few hours. Without a pre-established plan in place, we would have had no way to communicate with our clients—which obviously would have been a major issue. Fortunately, we did have a plan.
This is what resilience is all about. It means having a plan in place. Because nothing can ever be 100% resilient. For every tool you use, there needs to be a plan for what happens when that tool isn’t available.
Moving to the cloud or using an app doesn’t make your firm resilient. It means you’ve offloaded the burden to someone else…but you still have to take responsibility. Because if something goes wrong, your clients will blame you.
One thing is certain. Things will always happen that are beyond our control. But at RightSize Solutions, we know that having a plan puts you back in control.
Is your RIA’s infrastructure resilient? Schedule a free tech assessment to find out.
Cybersecurity Solutions and Services
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Managed Services
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
Navigating the Future: our Guide to Upcoming SEC Cybersecurity Rules
Securing Tomorrow: Embracing Zero Trust in Financial Advisory Cybersecurity
Beyond Compliance: Unlocking the Benefits of Robust Cybersecurity for RIAs
AI Will Heighten Cybersecurity Risks for RIAs
Establishing a Robust Cybersecurity Policy for RIAs
