Aegis Wealth Management

iOS Universel / Economie et entreprise

Gratuit

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Aegis Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Aegis's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Aegis Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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Quoi de neuf dans la dernière version ?

Multi Factor Authentication (MFA) and UI improvements