Six linked screens walking through the advisor experience in AIX | by Aqua — sign-in, the marketplace of curated offerings, a fund's data room, the full subscription flow with 0% NIGO validation, approval & submit with downstream connectivity, and post-trade position monitoring. Reconstructed from Rohan's Apr 21 platform demo to Verivest. White-labeled to Aspen Wealth as the example RIA.
This page is a faithful reconstruction of the AIX walkthrough Rohan ran for the Verivest team on Apr 21, 2026 — not a screen-by-screen capture of the live app. UI choices follow Aqua's design system; product naming and flow stages mirror what's currently in production for white-label customers like Aspen Wealth and Magnolia Partners.
Source transcript: Fireflies 01KPK960K71ETWJG58Q8QWT5SY (Apr 21 · Aqua demo · 44 min) plus Sara's May 7 lifecycle taxonomy update in #aqua-platform.
Sales conversation with an RIA or IBD before their white-label environment is ready. Send as a follow-up link after the live demo so the prospect can replay the flow with their team. Conference-booth scrollable for inbound traffic.
Pre-Trade → Account Opening + Data Room access. Trade → Digital Subscription + Approval Workflow + Trade Blotter + Downstream Connectivity. Post-Trade → Position Monitoring + Account Maintenance.