Private Cloud

Acquiring, Merging, or Growing – Don’t let technology issues slow you down

Not only is housing your own server complicated, expensive, and time-consuming, it can become a hindrance as your advisory practice grows. RightSize Solutions provides a secure, scalable, and upgradeable private cloud server that houses your entire business network and slew of RIA technology applications, while providing you access from anywhere.

All you need is a connection to the Internet and your office is transported to you. You can securely log on to your custom cloud from anywhere in the world. We house all of your applications, data and email so you have instant access to your information at all times.

The RSS Cloud Solution delivers a hybrid of customized cloud technology, proactive infrastructure management and unparalleled support for one flat monthly fee.

RightSize Solutions Private Cloud offering includes:

  • Fully partitioned and redundant servers in our state of the art hosting center
  • Server optimization and customization to fit your unique business needs
  • Mobile anytime/anywhere access through a direct VPN
  • State of the art portal platform
  • Secure application and document management
  • Applications monitoring

Experience how seamless the cloud can be. Let’s talk.

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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.'"

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