For Wealth Management Firms
Wealth Managers
A complete, current view of each client's total wealth for every adviser, delivered to clients under your own brand as the centrepiece of the relationship.
Advice is only as good as the view behind it
An adviser asked to guide a client's wealth can rarely see all of it. Held-away accounts, outside structures, and assets at other firms sit beyond the statement, and the advice that follows is partial by necessity rather than by choice.
Clients sense this. They increasingly expect a wealth manager to account for everything they hold, not only the portion under direct management, and a firm that cannot do so begins to look, to its best clients, like one provider among several.
Aurelius Aegis lets your firm meet that expectation. It consolidates each client's total position and presents it through a portal carrying your brand, so that advisers work from the whole picture rather than their own slice of it.
How firms deploy Aurelius Aegis
Branded client portal
A consolidated view of total wealth delivered to clients under your firm's name, design, and voice.
Whole-book intelligence
Advisers see each client's complete position and advise on the entire balance sheet rather than a fragment of it.
Scales with the book
From a flagship relationship to the full client base, deployed without rebuilding your operating model.
What changes for the firm
Clients do not leave the firm that can already see everything. They leave the one that keeps asking what else they own.
Explore a branded deployment
We begin with a confidential review of your client proposition and the experience you want to own.