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.
