RightSize Solutions is now part of Visory

We are joining forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others

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Case Study: Ransomware Attacks Are Closer Than You Think

Learn how our team spotted suspicious activity and how the multi-step process of containment, removal and recovery kicked into overdrive.

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Replay: Work from Home Tech Essentials: An RIA Case Study

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.     

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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?

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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.

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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.

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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:

In the News

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

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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

Praise from our clients

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.

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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.

Cybersecurity

Military Grade Protection for Information Security Concerns

Compliance

Ensure Compliance with the Ever-Changing Regulatory Environment

Backup & Recovery

Reduce Downtime and Maximize Your Firm’s Productivity

IT Management

Relieve your team of Up-time burden with our dedicated IT resources

Private Cloud

A Server-Free, Cost-Efficient Technology Platform that is Secure & Scalable

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.

"I can honestly say it’s great having RightSize Solutions as our IT 'department.'"

SCOTT M. KAHAN, CFP®
President & Senior Financial Planner
Financial Asset Management Corp.

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"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

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"I so appreciate the services RSS provides - I can close my eyes at night, knowing we are well taken care of."

PATRICIA HART
Chief Operations & Compliance Officer
Harvest Capital Advisors

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"RightSize Solutions provided us a clear path to the cloud. Wes Stillman and the entire RSS team are first class."

KEVIN LANE
Principal, Investment Advisor
Lane Brothers & Co

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"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
Financial Fiduciaries

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