Help Center & Guides
How AEGISfo works
Step-by-step guides for every part of the platform - from setting up your family office to reading your dashboard, mapping entities, running governance, and understanding how your data is secured.
Getting started
Create your family office
Everything in AEGISfo lives inside a single, isolated workspace called a family office. Setting yours up takes a few minutes.
Sign in
Open the login page and sign in with a magic link sent to your email, a password, or a passkey. If you were invited by an existing family office or an advisor, your invitation link brings you straight to the right workspace.
Name your office
On first run, onboarding creates your family office and sets your reporting currency (USD or EUR). This is the tenant that owns every entity, asset, and document you add - no one outside it can ever query your data.
Import what you have
You can start from scratch or upload existing statements and documents. AEGISfo can read supported documents and pre-fill entities, holdings, and key dates for you to review before anything is saved.
Invite your circle
From Settings → Team, invite family members, advisors, and accountants with the right role. Access is enforced at the database level, so people only ever see what their role allows.
You can change your reporting currency and office details later in Settings. FX is applied automatically across every view.
Portfolio
Read your dashboard
The dashboard is your live command center - consolidated net worth, allocation, and returns across every asset class and entity.
Net worth
Your headline figure is total assets minus recorded liabilities, converted to your reporting currency. It updates as prices and FX refresh and as you add or edit holdings.
Allocation
The allocation breakdown groups holdings by asset class - public equity, fixed income, real estate, private equity, crypto, cash, and more - so you can see concentration at a glance.
Returns & benchmarks
Returns are computed composition-aware (contributions and withdrawals are handled correctly) and can be compared against major indices such as MSCI World and the S&P 500.
Prices, FX rates, and portfolio snapshots refresh on a daily schedule. Manual holdings you enter are valued at the price you record until you update them.
Structure
Build your entity hierarchy
AEGISfo understands how families actually hold wealth - through trusts, LLCs, holding companies, and foundations. Map that structure once and every value rolls up automatically.
Add entities
Create each legal entity - a trust, LLC, holding company, or foundation - with its jurisdiction and type. Entities can own other entities, forming a full parent-child ownership tree.
Set ownership
Assign ownership percentages between entities and record beneficiaries per entity, each with their ownership percentage and rights. Roll-up values respect these percentages.
Attach assets
Hold each asset under the entity that actually owns it. Consolidated net worth then reflects your real structure, not a flat list.
The number of legal entities you can create depends on your plan - see Plans & billing below.
Portfolio
Add and track assets
Every asset class in one place - public markets, private holdings, real estate, precious metals, crypto, and cash.
Add an asset
Record the asset, its class, the owning entity, and its value. Listed securities and crypto can be auto-priced; illiquid holdings are valued at the figure you enter until you revalue them.
Track value over time
Value history is kept per asset, so performance and allocation drift can be measured over any period.
Record liabilities
Add mortgages, loans, and other liabilities so your net worth is the real number, not just gross assets.
Documents
Use the Family Vault
A secure document store with AI extraction - upload trust deeds, statements, and agreements and let AEGISfo pull out the details that matter.
Upload
Add documents to the vault and file them against the relevant entity. Files are encrypted at rest and access is logged.
Automatic extraction
Supported documents are read automatically - key clauses, people, risks, and important dates are extracted and surfaced for you to confirm.
Key dates
Extracted dates (renewals, expiries, obligations) feed reminders so nothing critical slips past.
You can roll back to a previous version of a document, and files belonging to a deleted entity are preserved in a recoverable bucket rather than lost.
Intelligence
AEGISfo Intelligence & alerts
A virtual Chief Investment Officer that watches your estate around the clock - a deterministic rule engine plus plain-English commentary.
Set your mandate
In alert settings, define your targets - a concentration limit, an allocation mandate, a minimum liquidity buffer, and the documents every entity should have on file.
The engine watches
On a schedule, the rule engine checks your real portfolio against that mandate and fires alerts for concentration breaches, allocation drift, liquidity shortfalls, and missing documents.
Read the briefing
AEGISfo Intelligence turns findings into readable commentary, scores your portfolio’s readiness, and benchmarks your returns - so you see what changed and why it matters.
Alerts can be delivered by email and Telegram, subject to your plan. The Insights feed and readiness score are illustrative decision support, not investment advice.
Reporting
Generate statements & reports
Board-ready statements and reports on demand - every asset class and entity, consolidated and export-ready.
Build a report
Generate a consolidated statement or board pack for the whole office or a single entity. Output is branded and formatted for advisors and accountants.
Export
Download as PDF for sharing. Higher tiers add scheduled statements that are produced and delivered automatically.
Governance
Family access control
Role-based access for every stakeholder - enforced at the database level, not just hidden in the interface.
Choose a role
Owners have full control; Advisors, Accountants, and Beneficiaries get scoped access. External professionals can be designated as advisor, accountant, lawyer, or tax adviser.
Restrict sections
A restricted viewer can be limited to specific sections of the platform. They simply never see the rest - pages and the underlying data are both gated.
Audit everything
Every change is logged with who did it, when, and what changed. Document access is recorded too, giving a complete, immutable accountability trail.
Governance
Family Council & continuity
Run governance the way an institution would - meetings, resolutions, succession planning, and heir education.
Family Council
Schedule meetings, circulate agendas and notices, capture resolutions and action items, and record signed minutes.
Legacy & succession
Track an estate-readiness score derived from your real structure, hold letters of intent, and model per-entity succession scenarios.
Heir education
The education module provides a curriculum to prepare the next generation to be responsible stewards of the family’s capital.
Integrations
Connect banks & brokerages
Bring held-away accounts into your consolidated view through supported bank and brokerage connections.
Connect an account
From Integrations, link a bank or brokerage through a supported provider. Balances and holdings flow into your portfolio.
Connecting a major bank (secure bank sign-in)
For larger banks, the connection uses the bank’s own secure sign-in. You’ll be taken to your bank’s website or app to log in and approve read-only access, then automatically returned to AEGISfo to finish - this hand-off is normal and expected. Your bank credentials are entered only on the bank’s own site; AEGISfo never sees them.
Stay in sync
Connected accounts sync on a daily schedule so your net worth reflects reality without manual re-entry.
Bank and brokerage connectivity depends on your plan and region. Manual entry is always available for anything not connected.
Access is read-only - connections can view balances and holdings, never move money. You can disconnect an account at any time from Integrations.
Security
Security & your data
Every architectural decision was made against one question: would a family trust this with their entire financial life?
Encryption
Data is encrypted at rest with AES-256 and in transit over TLS 1.3. Keys are not co-located with data and rotate on a schedule.
Tenant isolation
Every family office is isolated at the database layer by row-level security. Data is never queryable across tenants; the platform is deny-by-default.
Access & MFA
Sign in with passwords, magic links, or passkeys, and protect your account with TOTP two-factor authentication. The advisor portal enforces MFA.
Residency & backups
Primary data is hosted in the EU (Frankfurt) with an off-site EU document backup (Ireland). Infrastructure runs on Supabase - SOC 2 Type II on the applicable tiers.
See the Privacy & GDPR notice for controller/processor roles, sub-processors, and your data rights.
Plans
Plans & billing
Start free on Shield and scale as your family grows. Plans differ by users, entities, and advanced capabilities.
Shield - Free
Explore the platform: up to 2 users, up to 5 legal entities, all asset classes, the dashboard and portfolio view, and this help center.
Protect - $299/mo
For growing families: up to 10 users and 15 entities, the AEGISfo Intelligence engine, document vault, bank feeds, and priority email support.
Fortress - $799/mo
For complex structures: unlimited users and entities, the full Intelligence suite, audit trail and custom reports, and SOC 2 Type II infrastructure.
Citadel - Custom
White-glove service on dedicated infrastructure - dedicated database, BYO-cloud or self-hosting, API access, and a dedicated success manager.
All paid plans include a 30-day free trial. Direct clients save 20% paying in Bitcoin, 20% prepaying annually, or 30% combining both.
Invoices are tracked in-app; manage your subscription and billing details in Settings → Billing.
For asset managers
The white-label partner portal
Boutique managers offer AEGISfo to their best clients as a co-branded family office layer.
Brand it
Set your logo and colors so clients see your brand, and produce branded statements on your schedule.
Manage your book
Assign advisors to clients, run a prospect pipeline, and see a book-wide roll-up with a periodic alert digest.
Preview safely
Advisors can preview a client’s workspace in a read-only mode, with consent-based visibility into held-away assets.
Interested in the partner portal? Reach out from the home page and we’ll get you set up.
Frequently asked
Is Shield really free?
Yes - Shield is free forever with no credit card required, up to 2 users and 5 legal entities. It’s the best way to see whether AEGISfo fits your family before upgrading.
Can my advisor or accountant have access?
Yes. Invite them from Settings → Team with the Advisor or Accountant role, and designate external professionals as advisor, accountant, lawyer, or tax adviser. Roles are enforced at the database level.
Where is my data stored?
Primary data is hosted in the EU (Frankfurt), with an off-site EU document backup in Ireland. Every family office is fully isolated at the database layer.
Is AEGISfo giving investment advice?
No. The readiness score, alerts, and commentary are decision-support tools that describe your own portfolio against the mandate you set. They are informational and not investment advice.
How do I get help?
These guides cover the platform end to end. If you’re still stuck or want to talk to us directly, use the Contact link below.
Still need a hand?
These guides cover the platform end to end. If you want to talk to us directly, we’re glad to help.
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