EasyAUM

EasyAUM is a provider of software solutions for investment management firms. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Consulting, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

EasyAUM is based in San Mateo, California. Their site is easyaum.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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