Valley Stream, 11581, NY,
United States
Aegis Fiduciary Services Technographics
Aegis Fiduciary Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Aegis Fiduciary Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Aegis Fiduciary Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Aegis Fiduciary Services has purchased the following applications: WooCommerce for eCommerce in 2021, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021, AppRiver Secure Cloud for Secure Email Gateways (SEGs), Archive as a Service (AaaS) in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Aegis Fiduciary Services is running and its propensity to invest more and deepen its relationship with Automattic , Microsoft , Cloudflare or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Aegis Fiduciary Services revenues, which have grown to $3.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Aegis Fiduciary Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Aegis Fiduciary Services Tech Stack and Enterprise Applications
Aegis Fiduciary Services eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Aegis Fiduciary Services implemented WooCommerce to provide eCommerce capabilities on its corporate website. The deployment places WooCommerce as the transactional layer within the company web property, enabling standard eCommerce functional modules such as product catalog management, shopping cart and checkout workflows, and order capture and fulfillment routing consistent with eCommerce best practices.
The implementation is architected as a website-integrated plugin solution under Automattic’s WooCommerce platform, with the WooCommerce application operating alongside the site content and client-facing pages. Operational scope centers on customer-facing commerce and order management processes, with site administration and finance or client services teams expected to manage catalog updates, pricing and order processing workflows. Governance focuses on web-based content controls and role-based access to the WooCommerce admin, maintaining a lightweight configuration appropriate to a 15-employee professional services firm using eCommerce for online transactions.
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Aegis Fiduciary Services IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
In 2021, Aegis Fiduciary Services implemented Microsoft Azure Cloud Services for Application Hosting and Computing Services to host its public website and related web applications. The implementation centralizes the company website infrastructure for the 15-employee professional services firm, establishing Microsoft Azure Cloud Services as the primary hosting and compute layer for external-facing digital assets.
Architecturally the deployment is web-centric, leveraging managed cloud hosting, elastic compute, and durable object storage to deliver site content and application logic, with standard cloud-managed networking and TLS termination for secure traffic handling. Operational scope is focused on website operations and IT administration, with governance oriented around subscription access controls, certificate management, and deployment workflows to support site updates. This narrative ties Aegis Fiduciary Services, Microsoft Azure Cloud Services, Application Hosting and Computing Services, and the business function of public web presence into a concise implementation profile.
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Aegis Fiduciary Services CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AppRiver | Legacy | AppRiver Secure Cloud | Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity | n/a | 2018 | 2018 |
In 2018, Aegis Fiduciary Services implemented AppRiver Secure Cloud as its Secure Email Gateways (SEGs),Archive as a Service (AaaS) solution to protect and retain email traffic associated with its website. Using AppRiver Secure Cloud on their website, the firm routed inbound web contact messages and corporate email through a cloud-hosted filtering and archival layer to centralize security and retention control.
AppRiver Secure Cloud was configured to provide core Secure Email Gateways (SEGs),Archive as a Service (AaaS) capabilities including inbound and outbound email filtering, anti-phishing and spam controls, outbound encryption workflows, and cloud-based archival with indexed search and retention policy enforcement. Administrators used the vendor console to define policy rules, quarantine handling, and retention classes aligned to fiduciary and client confidentiality requirements.
Operational coverage focused on client services, fiduciary operations, and compliance functions within the small professional services firm, with policy administration handled through a centralized management interface. Governance controls were implemented as role-based access to archived content and audit logging to support e-discovery and regulatory oversight, while email routing was adjusted so web-originated messages traversed the AppRiver Secure Cloud filtering and archive pipeline before delivery to internal mailboxes.
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IT Decision Makers and Key Stakeholders at Aegis Fiduciary Services
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Apps Being Evaluated by Aegis Fiduciary Services Executives
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