Product Description

About this Product

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The RightSize Shield is a complete and compliant IT management solution for independent RIAs:

  • Security and Compliance - Industry leading cybersecurity technology technology solutions, custom designed and compliant with regulations.
  • Flexible Operating Environment - Combines the advantages of centralized and decentralized computer network architecture in one secure and efficient solution.
  • Optimize Tech Spending - Scales in a predictable manner with the growth of your firm with no membership or individual pricing fees.

About Right Size Solutions, Inc.

Protection against cyberattacks and data exposure is critical to every RIA's business and reputation. In fact, RIAs have a fiduciary responsibility to defend clients against the types of system intrusions and data breaches that have plagued the financial services industry in recent years. As regulatory scrutiny of RIAs increases, advisors need more than off-the-shelf infrastructure offerings to ensure they are protecting their clients and their data to the best of their ability. The RightSize Shield is the only solution that does this.

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Cybersecurity, IT/Infrastructure/Hosting
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.