IT Support Management

End-to-End IT Management for Financial Advisors.

Your technology is more than “just IT.” It drives client trust, advisor productivity, and regulatory compliance. Aurmis provides managed IT services tailored for financial advisors and RIAs, reducing distractions, strengthening cybersecurity, and ensuring SEC/FINRA readiness. From secure email and data protection to compliance-ready infrastructure, Aurmis keeps your firm efficient, secure, and exam-ready.

Aurmis IT support management for financial advisors

Why It Matters

Don’t Just Manage IT — Forget About It.

Financial advisors already juggle client demands, compliance, and growth. The last thing you should be doing is managing 4–5 different IT vendors for email, security, backups, networking, and support. Multiple contracts, overlapping services, and finger-pointing when issues arise all waste time and increase risk.

At Aurmis, we consolidate your technology into a single, accountable partnership. We take on vendor management, negotiate contracts on your behalf, and ensure you’re always using the best platforms available for your size and regulatory requirements. That means fewer vendors to track, no hidden risks in service agreements, and technology that just works.

By The Numbers

Stop Threats Before They Stop You*

Compromised endpoints are the starting point for 70% of organizational data breaches. By implementing proactive device security with real-time threat detection, you dramatically reduce your firm’s exposure to ransomware and malware.

*Huntress

Keep the Lights On — Even When Disaster Strikes*

When systems go down, time is money. Mid-sized firms report that their downtime losses can exceed $10,000 per hour for critical outages not including missing a trade or not being able to monitor the markets. Comprehensive backup, restore testing, and network oversight help avoid these losses.

*ITIC / Uptime Institute

Financial Firms Are Prime Targets*

Roughly 23% of phishing attacks are aimed directly at financial institutions, making wealth managers and RIAs one of the most targeted industries. Strong defenses are critical to protecting client trust.

*Control-D Report

Spoofing and URL Attacks Are Rising*

More than 60% of newly-registered finance-related domains were used in phishing or spoofing attacks in the first half of 2024. Protecting against impersonation is now as important as stopping spam.

*BforeAI Report

Featured IT Managed Services

Comprehensive IT Solutions for Financial Firms

At Aurmis, we help financial advisors, wealth management firms, and RIAs simplify operations, secure data, and stay compliant. Our IT services cover everything from Microsoft Office and email to advanced security, disaster recovery, and full office buildouts—giving your team the tools and confidence to focus on clients.