RightSize Solutions Download Center
For a little perspective on what we do and all we offer, please download any or all of our brochures. Below, we’ve provided a brief description of what each PDF includes. Below that, you’ll find a form where you can select which brochures you want.
As an RIA, What's Your Technology Responsibility?
While technology has allowed smaller firms to offer features once previously reserved for larger firms, it has also incurred a greater responsibility on smaller firms to protect their businesses and their clients’ information.
Breakaway Technology Infrastructure and Management Partner
As you start your journey to independence, you have the unique opportunity to provide your employees and clients with a technology environment that’s secure, efficient, and easily scalable.
Where maintaining client trust is paramount, it is incumbent that financial advisors consider a layered approach to data security
Preparing for an SEC Cybersecurity Examination
The Office of Compliance Inspections and Examinations (OCIE) OCIE will continue its focus on conducting cybersecurity preparedness examination of registered broker-dealers and investment advisers. Learn how you can prepare.
There’s a common misconception that moving to the cloud will eliminate all your information technology system failures. Moving to the cloud still requires a plan for system failures.
While leveraging the right technology is important, fostering a cybersecurity sensitive culture is essential