What High-Performing RIAs Know About Technology Management
Join Wes Stillman and his guest panelist Matt Sonnen of PFI Advisors as they share experiences, insights, and best practices on how to make your tech transition efficient and effective.
2019 Industry Awards Finalist
We are proud to be named with so many other industry leaders as Finalists in the 2019 WealthManagement.com Industry Awards!
Read our latest Whitepaper: The Cybersecurity Policy Upgrade Imperative for RIAs
A best-in-class cybersecurity policy can enhance the overall client experience. Managed with the right partner, an enforceable policy ultimately benefits everyone – RIA owners, staff, and clients.
We streamline technology and maximize cybersecurity for RIAs
At RightSize Solutions, we provide RIAs the technology and security they need to do better, safer, more efficient business. The sharpest technology and security is important. But it’s our service that empowers your business. Want to know more about how we can help?
We’ll Analyze Your Network For Free
We provide all prospective clients with a full assessment of their network. Got existing tech problems? Our support team would love a chance to demonstrate their knowledge. At no cost to you.
Raising the bar, across the industry
To help improve the community and promote technology and security education, RightSize Solutions frequently publishes white papers and contributes to various industry publications. Here is the latest:
Want a technology partner whose level of client service resembles your own?
You’re in the right place. At RightSize Solutions, we take pride in providing top-notch technology solutions and peace-of-mind so you can do better business. You go above and beyond for your clients. We do the same
Our clients are our best sales people
Almost all our referrals come from happy RightSize customers. See why our clients continuously share our name with their colleagues
Providing peace-of-mind through secure, efficient, technology solutions
Your ability to manage your clients’ money relies heavily on technology—even more so than other businesses. Privacy, security and compliance are essential. At RightSize Solutions, we specialize in helping RIAs gain peace-of-mind through secure, efficient technology solutions.
Why Choose Us?
RightSize Solutions is a provider of cloud-based solutions to the wealth management industry. With an eye on tomorrow, we help you embrace and navigate technology. Our business is about long term relationships with clients who count on us. It’s about knowing that we are doing the best for our clients—so you can do your best for yours. See what makes us different.
All services include peace of mind
Your ability to manage your clients’ money relies heavily on technology—even more so than other businesses. Privacy, security and compliance are essential. At RightSize Solutions, we specialize in helping RIAs gain peace-of-mind through secure, efficient technology solutions. From privacy and security to compliance and the cloud—we’ll keep your technology running seamlessly.
See the difference
Watch this 90 second video for a quick view into what we do, and why cloud-based solutions matter to our clients.
"The staff of RightSize Solutions is always willing to solve any issue, including software we acquired outside of RightSize Solutions."
ROGER C. KRUSE, CHFC, CFP®, EA
Principal, Chief Financial Consultant
FFP Wealth Management
"We give Wes and his team high marks for their ability to get on things right away and get problems solved when they come up"
Tom Batterman, JD, CTFA
Principal, Senior Financial Associate
See if we're a good fit