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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Last year’s spectacular cybersecurity attacks are more than just headline-grabbers, they are a reality check for advisors who believe they could never be targeted for a hack. It is worth a look at a few of these breaches so that registered investment advisors (RIAs) can understand the keys to preventing similar incidences from crippling their firms and devastating their clients.

J.P. Morgan And Other U.S. Financial Institutions

Dubbed the largest theft of customer data from a U.S. financial institution in history by prosecutors, J.P. Morgan was attacked repeatedly from the same source from 2012 to 2015, resulting in the theft of data and personal information of more than 80 million customer accounts. The thieves were also responsible for cyberattacks into six other major banks, Fidelity Investments, online brokerage firms ETrade and Scottrade, software companies and financial news sites such as Dow Jones, the parent company of The Wall Street Journal. The thieves made and laundered millions of dollars resulting from these attacks through a vast online network that included fake antivirus schemes, pump-and-dump stock schemes, Internet casinos and a Bitcoin exchange.

U.S. Office Of Personnel Management

The attack on the U.S. Office of Personnel Management (OPM) is one of the biggest breaches ever of U.S. government systems, with the addresses, social security numbers, fingerprints, health and financial details of nearly 22 million people stolen during the summer of 2015. The head of the agency resigned in July 2015, and its chief information officer resigned in February 2016. Though it has never been publicly confirmed, Chinese hackers are believed to be responsible.

FBI Portal Breach

In November, the Law Enforcement Enterprise Portal shared by FBI and the police was hacked by the same cyberthieves believed to be responsible for breaking into CIA Director John Brennan’s personal email account earlier in the year. The hackers accessed information on arrestees as well as data from private email accounts of FBI Deputy Director Mark Giuliano and his wife. The exact numbers were not disclosed, but the attack has been characterized as one of the biggest law enforcement breaches of 2015.

Though these high profile attacks happened at organizations that could deliver a high return on investment for the cyberthieves, it is a mistake for advisors to assume that they are off the hacker radar screen because they are too small to be worth the risk. One RIA managing $500 million in assets may not be incredibly lucrative to an enterprising hacker seeking a profit on the dark web, but 100 RIAs with $500 million in assets each certainly are. A single firm managing the wealth for a select number of very high-profile individuals and families is similarly desirable. As the J.P. Morgan and FBI portal attacks show, hacks do not necessarily happen as one-time, siloed events, and may take months or years to fully reveal the extent of their damage within an organization or industry.

These hacks underscore that when it comes to cybersecurity, what is being done today is not enough. With today’s open systems and proliferation of Web-based applications, RIAs need policies and tools that can address breaches. Additionally, regulatory compliance can add another layer of complexity for RIAs who want to lock down their systems. So if organizations with deep pockets cannot protect themselves, what is a growing RIA to do? For starters:

Encrypt and secure all email. As both the OPM and FBI portal breaches demonstrate, email is the preferred hacker entry point. The RIA’s first defense against cyberattacks is to encrypt and secure all inbound and outgoing emails. Email encryption dramatically limits the hacker’s ability to infiltrate the firm by flagging and quarantining all suspicious communications.

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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