For Advisers

Advise on families whose context is already organised.

Most of the work before a recommendation is assembling the picture. AEGISfo keeps each client family’s wealth, entities, documents and decisions in one organised place — so the context is there before the conversation starts.

Client portfolio

Your authorized members see and enter the client offices linked to your firm — and only those. Demo workspaces are flagged explicitly and sit after real clients, never inferred from a name or from missing data.

Module controls

Turn optional modules on or off per client through a server-authorized, office-scoped path. Navigation and route access resolve from the same configuration, so a module you hide is genuinely unavailable rather than merely absent from a menu. Core safety and identity functions stay available and cannot be switched off.

One Page Plan

Platform-derived facts stay read-only and separate from the planning content you enter: household goals, next actions and plan status. Where a field is empty it shows as empty, rather than presenting a planning conclusion nobody reached.

Your branding, your scheduling

Partner branding fields and your scheduling link are configuration your client surfaces resolve — not hard-coded platform behaviour — while AEGISfo’s own trust and legal disclosures are preserved.

Three layers, one client picture.

  1. 01Your portfolioEvery client family your firm is authorized to see, in one place.
  2. 02One clientThat family’s overview and the controls you hold for them.
  3. 03Their workspaceThe real application, under a read-only client view.

FOR ASSET MANAGERS

White-label partner portal

Boutique managers offer AEGISfo to their best clients as a co-branded family office layer - your logo, your colors, branded statements, an advisor book roll-up, with consent-based visibility into held-away assets.

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Everything. Organised.

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