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
Tips, advice, and industry insight from our team of accountants and business owners to yours.
Application HostingBypass the wait time and access Visory’s Obsessive Client Support®
Take 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
Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.
CybersecurityWe’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance
Security that ensures everyone granted access is who they claim to be
Educate and train your most important last line of defense – your people
Protection where people and their machines intersect
Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.
A different approach to protecting emails
Secure single sign-on access for a connected world
Backup your data for business continuity and compliance
Keep everyone on the same page. Any user, every device.
Secure connections for all your users, devices and networks
Get started on a robust security plan with a WISP for your business
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
ComplianceIRS 4557 and the FTC Safeguards Rule
Complying with state and federal privacy regulations and more
Get started on a robust security plan with a WISP for your business
Educate and train your most important last line of defense — your people.
Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource
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We’ve got big news to share: RightSize Solutions and True North Networks are coming together under a new name, Visory.
After years of running up against the team at True North Networks, we realized we could relate to their desire to help RIAs use technology to accelerate productivity and growth. With a shared purpose and client-first core values, it makes sense to do what we do best together: help advisors navigate this industry’s evolving operational, cybersecurity and regulatory challenges.
We are combining as Visory to bring the most robust enterprise-level technology, cybersecurity and hosting solutions, service and support to the RIA industry. The Visory family includes the RightSize Solutions brand, True North Networks and Swizznet, our sister brand for accounting firms.
Our combination means even better service, more innovative solutions and deeper resources for our clients. It’s business as usual today, but as we work to integrate our complementary offerings into Visory, we will be growing our talent base and expanding services to help RIAs do better business.
Bob Hollander will lead Visory as CEO, with RightSize’s Wes Stillman as Chief Technology Officer and True North’s Steven Ryder as Chief Strategy Officer. You can read more about the combination here.
Clients trust us to enhance and secure the backbone of their business operations – their technology and their data – and we work hard every day to earn that trust. As Visory, we remain committed to delivering the service and support levels that our clients have come to expect from us throughout the years.
Thank you for your business. We’re really excited about what lies ahead.
Bob Hollander
Chief Executive Officer
Visory
Wes Stillman
Chief Technology Officer
Visory