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.
Whitepapers
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:
Additional Resources:
There are a variety of public information services that may be helpful:
- FINRA Small Firm Cybersecurity Checklist – an extensive checklist to help guide your initiative.
- SEC Cybersecurity Regulatory Guide
- SEC IM Update: Cybersecurity Guidance
- Stay Safe Online
- OCIE Cybersecurity Examination Initiative