Aegis Wealth Management vs JTC Mobile

Aegis Wealth Management mobile app provides greater visibility into both clients' overall financial picture and Aegis's wealth advisory services. For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for Aegis Wealth Management and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. This application is free to download.

The UAW-Ford JTC Mobile app is here! Download today and check out all the great features we have to offer. With up-to-date news, automatic push notifications, calendar of events, and more, the JTC Mobile app is your one stop shop for everything you need regarding your negotiated joint programs. This is only the beginning. Future updates will bring more power to your fingertips making the JTC Mobile app a must have!