Our Technology

 

---

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.

CLIENT SERVICE​

CRM

Fully integrated CRM allows advisors and firms to effectively manage prospects and existing clients throughout the wealth management life cycle.

Client Portal & Mobile App

White-labeled web and mobile-based portal where clients can view accounts, holdings and performance; equipped with a bi-directional document vault.

---

DIGITAL ADVISORY

Risk Profiling & Proposal Generation

Automated risk assessment work flow profiles to suitable asset allocation models and produces customized and compliant proposals.

Portfolio Construction

Open-architecture platform that supports the combination of multiple investment vehicles to create a model portfolio.

---

PORTFOLIO MANAGEMENT

Portfolio Monitoring & Reporting

Cloud-based platform for monitoring performance reporting across households, accounts, and individual portfolios.

Rebalancing

Allows for streamlined rebalances of allocations and strategies across both households and accounts with efficient trade management and execution capabilities.

---

AUTOMATED BACK OFFICE

Account Aggregation

Back Office

Provides advisors the ability to efficiently report on custodial accounts as well as assets held in outside accounts, such as 401k and 529 accounts.

Dedicated operations team handles daily account reconciliation, fee billing, and produces quarterly performance reports.

 

---

See Everything
in
One Place

We bring everything together - cash, billing, client experience and more. It's your practice, in one place that's easy to understand.

---

 

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.​

SCHEDULE A DEMO