Cryptographic proof before
a single dollar moves.
AegisProof is a passkey-based identity verification platform built for financial services. When a client calls their advisor to move money, you verify the client in under 10 seconds. Before the wire. Before the withdrawal. Before the fraud.
A client calls. They want to move money. How do you know it's really them?
Wire transfers, withdrawals, account changes. Every day, financial advisors approve money movement based on voice calls, security questions, and caller ID. None of these are secure. Deepfake voice clones are trivially available. Security questions leak from breaches. And a single successful impersonation can drain a client's account in minutes and trigger regulatory action for your firm.
"Deepfake impersonations authorize fraudulent transactions through audio or video calls to member firms or their clients"
You need cryptographic proof, not a feeling.
Three steps. Under 10 seconds.
Client calls their advisor
Your client calls to request a wire transfer, withdrawal, or account change. Before processing anything, you need to know it's really them.
Advisor clicks "Verify"
From the AegisProof dashboard or directly from the Salesforce Contact page, the advisor initiates verification. The client's phone receives a prompt.
Client taps Face ID
Face ID, Touch ID, or fingerprint. One tap. The advisor sees a green checkmark. Every verification is cryptographically signed and logged to an immutable audit trail before any money moves.
Built for financial services that can't afford to guess.
Registered Investment Advisors (RIAs)
Protect high-net-worth clients from impersonation fraud. Verify every money movement request in under 10 seconds. Bidirectional, so clients can verify you too, deterring phishing calls pretending to be you.
Independent Broker-Dealers
Hundreds or thousands of advisors serving thousands of clients. Verify client identity on every wire and withdrawal. Salesforce integration means no workflow disruption for your advisors.
Wealth Management Enterprises
White-label branding, enterprise role hierarchy, compliance dashboards, and audit trail exports. Deploy across multiple practices and subsidiary firms.
Also works for
Advisor-to-corporate verification. When your field advisors call compliance, operations, or service desks for sensitive actions, verify them the same way. Same platform. Same audit trail. Same cryptographic proof.
Zero Trust architecture. FINRA-grade evidence.
Phishing-resistant passkeys
FIDO2 / WebAuthn. Cannot be phished, replayed, or shared. Private keys never leave the user's device.
Immutable audit trail
6-year retention in S3 Object Lock (Governance mode). Meets FINRA recordkeeping requirements.
Tenant isolation at the database engine
PostgreSQL Row-Level Security. Your data is cryptographically isolated from every other firm, enforced at the database level, not the application code.
Zero agent installation
No MDM, no background service, no kernel driver. Works in the browser via a Progressive Web App. Advisors install it like bookmarking a page.
Duress detection
Silent alert system if a user is verifying under coercion. Shows verified to the caller, flags the advisor.
Risk-based verification
Every verification scored with device signals, IP intelligence, and behavioral context. Suspicious verifications trigger additional challenges.
Ready to see AegisProof in action?
We offer pilot programs for qualified financial services firms. 90-day implementation. Full support throughout the rollout.