Research
“What should we understand about this security?”
Start with AegisIQ Equity for structured market research, catalysts, valuation context, risk review, and governed reporting.
AegisIQ applications are purpose-built. This page helps you identify the right system of record before you evaluate product-specific features and pricing.
| Decision point | AegisIQ Equity | Stock Ledger | Wealth Ledger | Investor Portal |
|---|---|---|---|---|
| Primary job | Research public securities | Maintain private-company ownership | Account for entities, owners, and investments | Operate investor and offering workflows |
| System of record | Research thesis, evidence, and review state | Holders, securities, transactions, certificates | Books, journals, imports, positions, statements, valuations | Investor profiles, access, subscriptions, approvals |
| Primary users | Analysts, founders, IR, research teams | Companies, counsel, funds, administrators | Owners, accountants, advisers, family groups | Issuers, IR teams, authorized investors |
| AI role | Research assistance, catalyst/risk review | Workflow assistance with approval gates | Classification and differential proposals before approval | Communications and workflow assistance subject to review |
| Core outputs | Research reports, grades, watchlists, exports | Cap tables, ownership reports, certificates, audit packages | Financial statements, net worth, portfolio and valuation reports | Investor status, subscription and closing records |
| Best alternative to replace | Prompt-only research plus disconnected terminals | Spreadsheets and document folders | Multiple company files, import tools, spreadsheets, wealth dashboards | Data room + CRM + forms + email |
| Pricing location | Equity pricing → | Stock Ledger pricing → | Wealth Ledger pricing → | Investor Portal pricing → |
Start with AegisIQ Equity for structured market research, catalysts, valuation context, risk review, and governed reporting.
Start with Stock Ledger for issuances, transfers, certificates, options, SAFEs, approvals, and ownership reporting.
Start with Wealth Ledger for separate books, detailed intake, investment accounting, owner differentials, statements, and valuations.
Start with Investor Portal for documents, qualification, subscriptions, issuer decisions, communications, and closing status.
These combinations describe operating fit. They do not imply that every cross-product integration is already live; implementation status belongs in each product roadmap.
Carry investment research assumptions into portfolio review and valuation workflows while keeping the accounting record separately governed.
Coordinate investor activity and post-close ownership administration without treating a portal submission as an automatic ledger change.
Relate ownership interests and private-company values to an owner or group reporting view while preserving legal and accounting boundaries.
Support research, ownership, accounting, and capital operations under one company’s governance principles and product-family experience.
AegisIQ Limited can direct you to the appropriate product overview, pricing page, and demonstration.