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.