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Aegis Wealth Management

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

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

Aegis Wealth Management

by GeoWealth Management, LLC
Aegis Wealth Management
Aegis Wealth Management
Aegis Wealth Management

What is it about?

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

Aegis Wealth Management

App Details

Version
3.3.1
Rating
NA
Size
29Mb
Genre
Business Finance
Last updated
September 29, 2020
Release date
October 5, 2019
More info

App Screenshots

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App Store 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.

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