Aegis Wealth Management for iOS

Developer's Description

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.

Full Specifications

What's new in version 3.3.1


Release October 8, 2020
Date Added October 8, 2020
Version 3.3.1

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.


Total Downloads 0
Downloads Last Week 0
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