IT Management

We’ll handle the IT so you can take care of your clients

When leveraged properly, technology helps you maintain a competitive edge and build a strong presence in your market. Outsourcing your IT to experts allows you to spend more time building your business while we ensure your technology supports you. As your IT Department, we’ll guide you to make informed decisions regarding the purchase, use and maintenance of technology software, hardware and services. We work with you to make certain these decisions are based on a clear definition of business needs and understanding of how tools will be used. In addition, we’ll keep you abreast of emerging new technology as well as current with the changing security and regulatory landscape. We research the information that will help you make the right decisions in order to get the most out of your technology while ensuring your data remains secure and compliant. RightSize Solutions functions as a dedicated extension to your team and a complete IT resource. As your Virtual IT department, we provide:

  • A complete RIA technology solution
  • Infrastructure Management and Optimization
  • Dedicated agents standing by for all your technology issues
  • Lightning fast repairs
  • Dashboard monitoring
  • Client service improvements
  • Software Upgrades

For an IT partnership that makes your business stronger, let’s talk.

 With fourteen years in the industry, we have experience using of a plethora of advisor technology and software

Additional Info

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

Get your free tech assessment today!

"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.

"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

"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

"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

"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

President

Sea Clear Financial Planning

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

Christopher Rasberry

COO

HFG Wealth Management