Features & Capabilities

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.

User Growth & Download Statistics

App
By:
GeoWealth Management, LLC
Version:
3.4.0 Last updated: 2024-08-21
Version code:
868338414
Creation date:
2019-10-05
Compatible devices:
Size:
22.31MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-04
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
GeoWealth Management, LLC
Apple Apps Store
https://apps.apple.com/us/app/aegis-wealth-management/id1481978486

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