Check the our new RightSize Cyber-Chats podcast, a new series of candid conversations about the most pressing cybersecurity and technology issues facing financial advisors.
On each episode of RightSize Cyber-Chats, we’re speaking to some of the most plugged-in experts on advisor technology so that we can all be smarter about how we approach our work in today’s changing environment. Our goal is to help you make your firm’s experience more secure and successful. Our inaugural episode #1 “A Look Back and Forward” reviews the top RIA technology and cybersecurity trends from 2020, and what advisors can expect in 2021.
In this webinar, our guest is Michael Israel, Managing Partner of Revolve Wealth Partners, shared insight on how he intentionally thought about creating a ‘work-from-anywhere’ tech environment and what he’s learned during the current COVID crisis.
We streamline technology and maximize cybersecurity for RIAsAt 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?
Read our latest Whitepaper: The Cybersecurity Policy Upgrade Imperative for RIAsA 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’ll Analyze Your Network For FreeWe 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 industryTo 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 peopleAlmost 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 solutionsYour 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 mindYour 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 differenceWatch 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