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
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.