Your Wealth. Intelligently Shielded.
One platform for business, wealth, and financial clarity.
AegisIQ Wealth Ledger unifies multiple businesses, personal finances, investments, reporting, and valuations — intelligently shielded in separate, controlled books that grow with you.
Security-first architectureTenant-isolated ledger with controlled posting
Global-readyCurrency, language, jurisdiction
AI-assistedExplainable and approval-first
The financial command center
Demo workspace
Overview
+7.45%This month
Invoice payment receivedAegisIQ Wealth Ledger — Demo Entity
+ USD 125,000US Treasury purchaseInvestment account
USD 500,000Inter-company transferAegisIQ Group — Demo Consolidation
USD 250,000Cash position is strongOperating cash flow is up 18% versus last quarter.
Review investment allocationBond allocation is 12% above the target policy.
Three transfers need reviewSuggested matches are ready for approval.
Separate books. Connected intelligence.
Demonstration workspace with illustrative data. Figures shown are examples only and do not represent the financial position of AegisIQ Group, AegisIQ Limited, or any customer.
Multi-entityOne owner view
Investment-awareTrades to statements
Global architectureCurrency to jurisdiction
Human-controlled AISuggestions, not silent posting
Core capabilities
Everything you need. One intelligent platform.
The operating system for business books, owner wealth, investments, reporting, and decisions — live in production.
Multi-business accounting
Manage separate entities, books, owners, fiscal periods, and controlled inter-company activity.
Personal & owner finance
Connect personal assets, liabilities, cash flow, and business ownership without blending legal books.
Stock & investment accounting
Track trades, tax lots, dividends, fees, positions, and realized or unrealized gains.
Balance sheet & income statements
Build real-time statements with guided structures, drill-down detail, and flexible presentation.
Multi-currency & FX
Retain transaction, functional, and presentation currencies with controlled exchange-rate handling.
Multi-language
Use stable accounting concepts while teams and reports display localized labels and terminology.
Multi-jurisdiction rules
Apply versioned jurisdiction packs for local account structures, reports, tax mappings, and controls.
AI insights & alerts
Surface anomalies, explain trends, propose classifications, and keep approval with the human owner.
Valuations & net worth
Separate book, market, appraised, and estimated values with traceable assumptions and approvals.
Document vault
Secure receipts, statements, contracts, and evidence with workspace permissions and metadata.
Secure audit trail
Preserve immutable posting history, reversals, approvals, import keys, and change evidence.
Advisor workspace
Give accountants, bookkeepers, advisers, and reviewers role-specific access across selected entities.
AegisIQ AI
Financial intelligence that stays accountable.
AegisIQ is designed to help owners and advisers move faster without surrendering control. AI can organize, explain, detect, forecast, and recommend—but accounting changes remain visible, traceable, and approval-based.
No silent postingEvery material recommendation can be reviewed before it affects the ledger.
Explainable by designSources, assumptions, confidence, and expected accounting impact stay visible.
AegisIQFinancial intelligence layer
ClassifyExplainForecastProtectExplain before acting
Every AI suggestion shows the reason, source, confidence, and accounting impact before approval.
Automate the repetitive
Propose categorization, matching, reconciliations, and journal drafts while preserving review controls.
See around the corner
Detect cash pressure, concentration, unusual movement, missing evidence, and emerging reporting risks.
Model financial futures
Compare scenarios, valuation assumptions, currency effects, and ownership-adjusted outcomes.
How it works
From financial activity to financial intelligence.
A guided workflow designed for owners, with the controls accounting professionals expect.
Set up the workspace
Create the owner, entities, books, roles, currencies, and reporting profile.
Connect financial sources
Bring in banks, brokerages, documents, legacy exports, and approved integrations.
Automate the routine
Let AegisIQ propose matches, classifications, and controlled accounting entries.
Review live statements
Move from activity to balance sheet, income statement, cash flow, and net worth.
Grow with intelligence
Use forecasts, insights, valuations, and portfolio reporting to make clearer decisions.
Why AegisIQ Wealth Ledger
Built around the owner’s full financial reality.
Most tools begin with one company file. AegisIQ begins with the owner, then preserves each separate book.
| Capability | AegisIQ Wealth Ledger | Typical legacy setup | Spreadsheets |
|---|---|---|---|
| Multi-business + personal view | Unified workspace | Usually separated | Manual assembly |
| Investment accounting | Built-in subledger | Often an add-on | Manual lots |
| AI-assisted workflows | Native, approval-first | Varies by product | Not native |
| Multi-currency | Transaction to reporting | Often limited | Manual formulas |
| Valuation tools | Traceable snapshots | Usually separate | Manual models |
| Cross-entity transfers | Linked, separate books | Often manual | Manual entries |
| Global reporting | Jurisdiction packs | Provider dependent | Manual templates |
| Real-time dashboards | Entity + wealth + portfolio | Usually entity-led | Manual refresh |
Illustrative product-positioning comparison. Individual accounting products and configurations vary.
Built for owners, advisers, and global groups
A platform designed for how financial lives actually grow.
Start with one business. Add another entity, a personal book, investment accounts, properties, advisers, or a new jurisdiction without rebuilding the financial structure.
Explore the trust architectureEntity
Books, ownership, consolidation, and governance for each legal structure.
Wealth
Personal assets, liabilities, spending, ownership interests, and net worth.
Investments
Brokerage activity, securities, positions, tax lots, income, and performance.
Statements
Balance sheet, income statement, cash flow, net worth, and custom reporting.
Valuation
Business, property, investment, and scenario values with documented assumptions.
Portfolio
Ownership-adjusted views, asset allocation, concentration, and connected wealth.
Transfers
Linked owner and inter-company movements that keep every book legally distinct.
Global
Currencies, languages, exchange rates, and jurisdiction-specific reporting profiles.
Trust & security
Security. Compliance. Confidence.
AegisIQ Wealth Ledger is built on clear tenant boundaries, private financial data, controlled posting, and evidence designed to withstand review.
Hong Kong operated
Operated by AegisIQ Limited — the company behind the AegisIQ Group — with a global product architecture.
Secure ledger design
Workspace boundaries, protected data paths, and controlled posting functions.
Role-based access
Granular permissions for owners, accountants, advisers, approvers, and viewers.
Audit-ready workflows
Immutable posting history — append-only posted entries corrected by reversal, with approvals and traceable evidence.
The Multi-Jurisdictional Global Wealth Financial Management Platform