Services

Everything you need to run your business. Flexible, cost-effective, and trusted by RIA and wealth management firms nationwide.

Compliance & Technology Suite

Get peace of mind with an all-in-one package that keeps your firm secure, compliant, and running smoothly. We combine hands-on IT support with strategic CTO/CISO leadership to protect your business, streamline operations, and keep you exam-ready—all without the cost of full-time hires.

IT Support Management

 Microsoft Office License

 Email

 File Shares

 Teams/Zoom

 Desktop Support

 PC/Laptop Security

 Email Security

 Disaster Recovery

 Network Management

 Office Technology Plans

 Smart Office Infrastructure

 Technology Buildout

Fractional CTO/CISO

 Dedicated CTO

 Dedicated CISO

 Policies/Procedures

 Vendor Management

 Contract Management

 Cybersecurity Program

 Proactive Testing

 Regulatory Requirements

 SEC/FINRA Examinations

Financial Website Suite

Make a powerful first impression with a website built for trust, clarity, and conversion. We design secure, modern, fully responsive financial websites that reflect your brand, support compliance, and give prospects a seamless experience from the moment they arrive.

Web Design & Development

 Domain Acquisition

 Site Staging Environment

 Custom Website Design

 UX/UI Design

 Third-Party Integrations

 Hosting & Maintenance

 Compliance Archiving

 Cybersecurity Audits

SEO Visibility

Be found by the clients who need you most. Our SEO Visibility service helps financial firms rank higher, attract quality prospects, and build long-term authority with strategies tailored to the industry’s competitive and compliance-driven landscape.

Search Engine Optimization

 Keyword Research

 Landing Pages

 Link Building

 Location-Based SEO

 Website Content SEO

 Site Speed & Structural SEO

 Post & Page Optimization

Brand Identity Suite

Stand out with a brand that looks established, builds trust, and resonates with your ideal clients. From strategy to design, we craft cohesive brand identities that differentiate your firm and elevate every touchpoint.

Branding Deliverables

 Brand Strategy

 Name Creation

 Logo Design

 Social Media Branding

 Print & Digital Stationary

 Typography & Color Palette

 Brand Style Guide

Marketing Services

Show up with clarity, consistency, and confidence. Our Marketing Services help financial firms stand out with strategy-driven, compliance-minded marketing that elevates your brand and engages the right audience. From digital campaigns to polished collateral, we ensure every touchpoint strengthens trust and supports measurable growth.

Marketing Deliverables

 Market Analysis

 Marketing Strategy

 Social Media

 Email Marketing

 Digital Collateral

 Advertising

 Promotional Materials

 Signage

 Event Materials

 Video Production

Interested in Aurmis? Request an Introduction Today.

Ready to take your firm to the next level? Schedule your complimentary discovery call so we can understand your firm’s challenges and goals.