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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Ten years ago, there was a totally different IT landscape for RIAs than there is today.
Your IT environment was centralized. Once it was up-and-running, it worked and you didn’t have to touch it. Unless something broke, your system chugged along, employees could log in, and when they went home for the weekend, they logged out until Monday.
Now, the appeal of technology’s advancement is undeniable: work from any device, anywhere, anytime! But with employees accessing different cloud-based software from different devices and locations, it’s a whole new world from an IT perspective.
The more decentralized your environment becomes, the more your employees are directly involved in dealing with IT issues themselves. Everyone’s computers used to be part of the same network; now there’s no longer a centralized environment. Especially with the popularity of web-based (cloud) applications, each device is now essentially its own environment—and that means a lot more devices, situations and people to manage.
The fact is, software as a service is driving more RIAs to deal with IT issues they never had to deal with before.
Why you can’t rely on your apps alone
You don’t have a choice. Devices and applications update all the time and you can’t control how each update will affect everything else. Sometimes the applications, browsers and devices don’t mesh very well. Guess what? The developers of your cloud-based applications don’t care if their updates are compatible with your browser. They are focused on features and functionality—and less focused on what problems might happen when you incorporate them into your networking environment.
This comes with major issues.
Who solves your IT problems when they arise?
Where is the problem? With a device, browser or app?
If your email quits working, where do you start to look for the problem? Who’s going to handle it? What about lost files? Slow PCs? Ransomware? Backups? Viruses?
Are you expecting your associates to handle IT?
Change is inevitable. You can’t stop it, and avoiding it only makes you vulnerable. What you can do is let us deal with it for you. At RightSize Solutions, we handle your IT so you and your employees can focus on what you do best.
Managed Services
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.
IT Support and Services
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.
Protect Your Firm from Data Risks
How CPA Firms Can Prepare for the Busy Tax Season
The True Cost of Cybersecurity Threats in Construction
How Secure is your Wealth Management Firm? Essential Cybersecurity Strategies
Making Cybersecurity and Managed IT Part of your Firm’s Overall Value Proposition
