For Wealth Management Firms
Wealth Managers
Give every adviser a complete, real-time view of each client's total wealth — and deliver it to your clients under your own brand as the centerpiece 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 given is necessarily partial.
Clients feel this. They increasingly expect their wealth manager to see and account for everything, not merely the slice under direct management. The firm that cannot do this looks, 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, turning your advisers into custodians of the whole picture.
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, enabling advice on the entire balance sheet rather than a fragment.
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.