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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Only RIAs can determine whether the technology they are using gets them where they want to go. Their investment in tech and services has to support their firm’s core value proposition, and that won’t happen if they are distracted by the shiny bells and whistles on new technology coming onto the market.

Your RIA firm needs both a tech stack for operations as well as a fintech stack. The average advisor’s custodial technology systems and platforms include CRM, portfolio management, billing, trading, rebalancing, reporting, accounting and research. You can choose from multiple providers for these services and use them in a broad range of ways. But these systems require proper due diligence, otherwise you may find yourself restricted in how you work with them.

Is Your Tech Vendor Speaking Your Language?
Technology should help you improve your current processes and move your business forward—not upset the way clients are served. A firm’s technology investments should improve workflow or the client experience, or create efficiencies in other areas.

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So when you want upgrades to accomplish these things, it is important for you to work with technology vendors who speak your language.

You should thus pose questions to vendors that invite solutions, for example: “Currently we do this. What would that look like with your system or platform?” or, “How will this scale as my business expands?”

You should listen for responses like these: “We can do what you’re asking, and here’s how we would do it and what it looks like, along with other potential enhancements.” The vendor should explain what happens when certain functionality is turned on, what the integration looks like, and how that impacts your firm’s operations.

This will help you avoid situations where you don’t fully appreciate the consequences of what you’re asking for until after the fact. For example, you might ask for the highest level of cybersecurity protection possible for your firm’s e-mail. But then you might wonder why you can’t access work e-mail through personal mobile devices. The vendor’s answer—it was not set up that way as part of the original ask—may be surprising and unsatisfactory.

If the proposed solution matches your vision of how your firm should operate—or improves upon it in a way that makes sense—there’s a match. If the solution is off base from what you were considering, it is time to move on.

In this era of innovation and heightened competition, there is no one-size-fits-all technology solution, and advisors have plenty of options.

One Change Can Change Everything
RIAs need to remember that one change may impact their entire operation. Integrating new technology into an existing system can be like changing gears—shift or turn one part, and the entire system moves.

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