RightSize Shield


The Next Level Of Technology Support For RIAs: RightSize Shield

New from RightSize Solutions, the RightSize Shield offers RIAs the fastest, most secure and most flexible managed technology environment in the industry. Offering efficiency, security, and flexibility to optimize your practice In one complete solution, the RightSize Shield delivers a flexible operating environment for RIAs that complies with regulatory guidance, enables cybersecurity best practices and enforces company policy.



Efficiency, Security, and Flexibility to Optimize Your Practice


  • Custom cybersecurity policy
  • Integrated private cloud platform
  • Continuous systems monitoring
  • Device management
  • Vendor management
  • Privately hosted applications
  • Private network & secure WiFi
  • Document management
  • Secure private file storage vault


  • SEC regulation S-P compliance enforcement
  • NIST framework
  • OCIE recommendations
  • Audit checklist & support
  • Email encryption & archival
  • Multiple & continuous daily backups
  • Vulnerability & penetration testing
  • Data recovery testing

Tech Support

  • Infrastructure: Hardware, PCs, mobile, private cloud, network, peripherals
    • Local network management
    • Integrated O365
    • CRM integration
    • Hardware refresh program
    • Unified communications (VOIP, Skype, email, text)
  • Dedicated IT support team
  • Virtual IT Dept. / CISO / CTO
  • Full service help desk
  • Administrative dashboards
  • Tech, cybersecurity and industry training for employees

More on the RightSize Shield

Download the RightSize Shield brochure here to learn about the most secure flexible managed technology environment in the industry.

Additional Info

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

Cybersecurity Policy

Download a sample RightSize Cybersecurity policy here. Note: Not meant for use before customization – connect with us to learn more.




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

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."

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."

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.”

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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"We would and do recommend RightSize to any advisory business that is looking for a professional IT firm that knows our industry"

Jennifer Goldman
My Virtual COO

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

Kelly Trageser
Sea Clear Financial Planning

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

Christopher Rasberry
HFG Wealth Management

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