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Our Services
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Aegis Wealth Management's Services....
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Back Office & Advisor Services Support
Eliminate time-consuming tasks related to reconciling data, calculating fees, and producing quarterly statements.
Our Back Office and Advisor Services team reduce overhead and allow for more efficiencies to scale your business. Data Aggregation & Reconciliation Data files are processed daily from each custodian and aggregation service. We make sure your accounts are reconciled each morning to ensure administrative continuity and up-to-date performance. Performance Reporting Quarterly Performance Reports are generated for your review and are uploaded directly to the client’s bi-directional Document Vault. Billing Our billing engine is equipped to handle the billing for your firm. Advisor Service Team This team manages all back-office operations and will serve as your first point of contact at Aegis Wealth Management. Our advisor services team is available weekdays, 8am to 5pm Central Time to answer questions and to assist with any technology or operational items. |
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Advisor Platform Tools
Our integrated, purpose-built technology platform provides a holistic solution that will assist you throughout every stage of the wealth management life cycle, available 24/7 through cloud access. You do not need to purchase a separate CRM tool, a risk profiling system, a report building proposal tool, an account aggregator tool, all of these are available within our platform saving you hundreds of dollars per month in subscription services.
Advisor Dashboard The advisor dashboard acts as your landing page on the Aegis Wealth Management platform. Customize the layout to display the details you need as soon as you log in and have the ability to modify it as you grow your firm. Customer Relationship Managment (CRM) Our CRM allows you to effectively address all stages of client communication directly within the platform. Record interactions and manage tasks associated with your clients and prospects. If you currently use the Redtail CRM and want to continue to do so, we can integrate it within our platform. Advisor 'On-The-Fly' Reporting Use our robust reporting suite to generate intra-quarter performance statements, portfolio analysis, transaction summaries, and more. Reports can be pulled ‘on-the-fly’ to share with clients in a comprehensive and clear format. Client Portal & App Clients can view their accounts, holdings, and performance on an easy-to-use interface that can be made available via a firm-branded mobile application. Document Vault A bi-directional document vault allows advisor and clients to share and store documents. The vault gives clients easy access to quarterly performance reports. |
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Risk Profiling & Proposals
Determine a client or prospect’s risk tolerance through our proprietary questionnaire and generate a custom proposal with a suitable model, all integrated in one seamless workflow.
Prospect / Client Risk Profiling Our risk-based questionnaire uses a proprietary algorithm to assess a client’s or prospect’s risk score. The questionnaire utilizes both demographic and behavioral science data points to arrive at an accurate risk profile, which corresponds to the most suitable asset allocation for a given investor. Proposal Generation Generate automated investment proposals comprised of multiple a la carte components. The risk questionnaire is included within the proposal and offers a repeatable and compliant method for documenting client risk and model selection. Custom Proposals Select from a library of models and individual securities to construct custom models and proposals on the fly, with summary stats calculated in real time. Overlay Services: Reduce efforts on time-consuming re-balancing activities and leverage Aegis Wealth Management’s trading tools to manage .your clients’ portfolios. Maintenance & Monitoring The re-balancing of allocations and strategies across both households and accounts are streamlined with efficient trade management and block execution capabilities. Custom Models Our open-architecture platform supports the combination of multiple investment vehicles to create a custom model. Transition Services: Our team of experienced operations professionals will work with you step by step to ensure a clean transition. Ongoing training and support ensures that you will be able to utilize the system to its full potential. Data migration from previous systems is evaluated on a case by case basis. |
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Managed Account Program
Access a select list of risk-based or outcome-oriented model portfolios and AUM strategies. Our trading team will handle the implementation and monitoring while working closely with you to accommodate client needs.
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PRACTICE MANAGEMENT
Advisor Services Support |
Advisor Platform Tools |
GROWTH
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Mergers & Acquisitions |
Prospect & Client Engagement |
SERVICE & SUPPORT
Advisor Growth & Development |
Case Design |
FINANCIAL PLANNING
Financial Planning |
Investment Solutions |