Aegis Wealth Management's Technology Advantage....
We provide the technology you need
to grow more efficiently.
AN EXCLUSIVE AUTOMATED PLATFORM
Save Time. Create Efficiencies. Enable Growth.
Now more than ever, advisors must find and adopt new ways
to improve themselves and their business. Using our technology to help manage
your operations will maximize your time to focus on client relationships and grow your firm.
Save Time. Create Efficiencies. Enable Growth.
Now more than ever, advisors must find and adopt new ways
to improve themselves and their business. Using our technology to help manage
your operations will maximize your time to focus on client relationships and grow your firm.
CLIENT SERVICE
CRMFully integrated CRM allows advisors and firms to effectively manage prospects and existing clients throughout the wealth management life cycle.
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Client Portal & Mobile AppWhite-labeled web and mobile-based portal where clients can view accounts, holdings and performance; equipped with a bi-directional document vault.
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DIGITAL ADVISORY
Risk Profiling & Proposal GenerationAutomated risk assessment work flow profiles to suitable asset allocation models and produces customized and compliant proposals.
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Portfolio ConstructionOpen-architecture platform that supports the combination of multiple investment vehicles to create a model portfolio.
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PORTFOLIO MANAGEMENT
Portfolio Monitoring & ReportingCloud-based platform for monitoring performance reporting across households, accounts, and individual portfolios.
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RebalancingAllows for streamlined rebalances of allocations and strategies across both households and accounts with efficient trade management and execution capabilities.
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AUTOMATED BACK OFFICE
Client Portal
and Phone App Beat the competition and allow your clients to conveniently access the Aegis Wealth Management platform from a mobile device.
The mobile app gives your clients immediate acces to their financial accounts while on the go, providing transparency and a better client experience. |
At Aegis Wealth Management, we take a consultative approach to working with our clients. At the end of the day, we succeed when you succeed. We are happy to assist you and your staff through the process, providing support at every step of the way and helping you grow your entire business.