Ensuring security, now and in the future

Rightsize Solutions Resource Center

Cybersecurity has become, and will continue to be, a primary concern for RIAs. Rightsize has always felt the need to further security education, improve the community, and promote technology. Here are some resources to help you navigate your options and best prepare your firm for the future.

Cybersecurity Assessment Survey:

Take the first step in preparing for an SEC Cybersecurity Examination with the RightSize Solution’s Cybersecurity Assessment Survey and answer these 10 key questions to determine your firm’s level of current cybersecurity preparedness.

Take the Survey Now


RightSize has published various whitepapers on industry topics designed to guide advisors in their approach to technology. Topics include “Ten Actionable Tips to Help Improve Your Firm” and “Making Smart Technology Decisions: Six Steps for a Secure and Efficient IT Infrastructure”.


RightSize Solutions Brochures

Download brochures and product sheets featuring the benefits of RightSize Solutions.


Tech Trends

In addition to our industry publications we frequently add to our blog series, providing helpful tips to improve your company’s security, and commentary on current events. Check out our latest posts here:

Rightsize Solutions Tech Trends


Industry Contributed Articles:

Rightsize is frequently asked to contribute to various industry publications on the subject of cybersecurity. Check out our latest publications:

Read Our Recent Articles

Additional Resources:

There are a variety of public information services that may be helpful:

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