Backup & Recovery

Ensure the data you rely on is always accessible

A Business Continuity Plan has always been good practice. Your data is your business. Accessing it is necessary for your business. We prevent gaps in access or lost information so that you can always get to your data. As if that’s not enough reason, now, due to new NASAA rules, it’s becoming a requirement. Advisors are now responsible for having a backup plan in the case of a disaster.

At RightSize Solution, we develop and implement that plan through:

  • Continuous Data Recovery
  • Multiple Daily Backups and Notification
  • Unfettered Access to your Backups
  • Disaster Recovery Planning
  • Disaster Testing & Restoration
  • 24/7 monitoring and reporting

RightSize Solutions utilizes redundant technology to ensure maximum availability. This means that your data and applications are stored on multiple physical servers, ensuring you complete and immediate access.

Keep your data how it should be—accessible. Let’s talk.

Additional Info

Download our whitepaper, The Cybersecurity Policy Upgrade Imperative for RIAs here

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

President & Senior Financial Planner
Financial Asset Management Corp.

"The staff of RightSize Solutions is always willing to solve any issue, including software we acquired outside of RightSize Solutions."

Principal, Chief Financial Consultant
FFP Wealth Management

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

Chief Operations & Compliance Officer
Harvest Capital Advisors

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

Principal, Investment Advisor
Lane Brothers & Co

"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

"Their team is relentless when it comes to solving any technology issue"

Kelly Trageser


Sea Clear Financial Planning

"Over the years RightSize has become a valued and trusted resource for our firm."

Christopher Rasberry


HFG Wealth Management