Aegis has been specifically
developed to meet the investment trading and reporting needs
of professional financial advisers. By using the latest technology
and being committed to ongoing development, Aegis provides
one of the most flexible business solutions available to advisers.
This flexibility lets advisers deliver high standards of service
while maintaining product differentiation.
Reduced administration A central client cash account means less paperwork, allowing you more time to focus on your clients' needs.
Increased profitability Aegis combines investments to gain access to wholesale markets, meaning reduced costs to clients and increased profitability to advisers.
Consolidated reporting Aegis
automatically produces consolidated performance and tax reports.
Your clients' reports are available on-line, for any length
of time you choose.
Up-to-the-minute information
Aegis will track each client's portfolio throughout the trading
process, so that you can offer your client up to date information
on their portfolio position and any transactions in progress.
Reduced support costs Continuous
upgrades and Internet communications mean that your system
maintenance and support costs will be reduced.
Increased visibility Aegis'
highly visible processing automatically calculates your client
fee payments and adviser fee distributions, increasing your
accuracy and accountability.
Professional support Aegis is committed to providing professional resources and services in installation, administrator training, and ongoing support.
