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Portfolio

Focused brands. Shared foundation.

Each Aegis brand is refined around the workflows, language, compliance needs, and revenue model of its market. Underneath, they share the same platform.

The Aegis portfolio

AEGIS / PORTFOLIO STATUS Operational
Partner brand
Harbor
Enforced operations
Partner brand
Emprise
Multi-location command
Operated vertical
PayDoc
Claim-to-cash-to-GL
Operated vertical
Vinlio
Commerce fulfillment
Operated vertical
Snurpy
Operator plan engine
Operated vertical
Pro MLO
Guided borrower experience
Platform capability
DocRadar
Document cockpit
Platform capability
Public Intel
Governed canon
Platform capability
Retain
Continuity engine · In design
Aegis-owned partner brands

Aegis-owned partner brands

Harbor

Harbor

Pediatric day-based healthcare — PPEC

"Most systems record operations. Harbor enforces them."

Harbor is the end-to-end operating platform for PPEC centers — intake, authorizations, attendance, documentation, claims, EDI, and reconciliation in one workflow. It is the deepest production expression of the Aegis platform, and the source of much of what becomes shared platform infrastructure.

HARBOR / OPERATING SCOPE Live
Market
FL PPEC — Pediatric Day Programs
Workflow
Intake → Auth → Attendance → Claims → EDI
Platform role
Deepest production expression
Emprise Healthcare

Emprise Healthcare

Healthcare operations — ADHC, PACE, PHP, IOP, behavioral health

"Healthcare operations, from first intake to final payment."

Emprise is the operating layer for broader healthcare organizations — clinical workflow, documentation, authorizations, billing, credentialing, and compliance composed from one Aegis-powered backbone. For organizations where every intake, authorization, visit, note, claim, and remittance has to connect back to the work that actually happened.

EMPRISE / OPERATING SCOPE Live
Markets
ADHC, PACE, PHP, IOP, IDD, Behavioral
Workflow
Clinical → Auth → Billing → Credentialing
Platform role
Multi-location command
Aegis-operated verticals

Aegis-operated verticals

PayDoc

PayDoc

Healthcare billing, RCM, clearinghouse

"Complete visibility on every cent — from claim to cash to GL."

PayDoc is the horizontal billing/RCM module for every clinical area on the platform — 837P, 835, 999/277CA, claim scrubber, payer routing, Aegis clearinghouse, ERA ingestion, remittance posting, denial management, credentialing, and GL reconciliation. Also packaged as a standalone billing SaaS.

PAYDOC / EDI + RCM Live
Outbound
837P claims
Inbound
835 remittance
Acknowledgment
999 / 277CA
Clearinghouse
Aegis-owned
Credentialing
Built in
GL reconciliation
Claim-to-cash
Vinlio

Vinlio

Wine commerce — B2B operating layer

"No frills, just fulfills."

Vinlio is the B2B operating layer for wine retailers, wineries, producers, tasting rooms, and club operators — catalog, channels, orders, club plans, DTC, subscriptions, fulfillment, and compliance regions on one platform. An 11-domain portfolio including vinlio.com, vinl.io, and buildawineshop.com.

VINLIO / COMMERCE SCOPE Live
Markets
Retailers, Wineries, Tasting Rooms, Clubs
Domains
11-domain portfolio — vinl.io, vinlio.com
Platform role
Commerce fulfillment
Snurpy

Snurpy

Independent operators — small-business OS

"Snurpy finds your business tangles, compliments your survival skills, and gives you a Snurpified Plan in seconds."

Snurpy is the horizontal expression of the Aegis platform — an operator-facing diagnostic and small-business operating system for independent teams that have outgrown spreadsheets, hero employees, and group chats.

SNURPY / OPERATOR SCOPE Live
Audience
Independent operators, small teams
Core feature
Business diagnostic → Snurpified Plan
Platform role
Operator plan engine
Pro MLO

Pro MLO

Mortgage client experience

"The mortgage client experience platform for loan officers who run like operators."

Pro MLO is the mortgage client-experience vertical for loan officers — signup funnel, plan tiers, live analytics, and a borrower experience designed for the human complexity of mortgage origination.

PRO MLO / CLIENT EXPERIENCE Live
Audience
Loan officers, mortgage operators
Core feature
Signup funnel + borrower experience
Platform role
Guided borrower experience
Platform-level capabilities

Platform-level intelligence capabilities

DocRadar

DocRadar

Document intelligence

"The document intelligence cockpit. Fresh canon, calm cockpit, clean handoffs."

DocRadar is the document intelligence cockpit — intake, detection, extraction, classification, canon comparison, exception routing, and human confirmation before any commit.

DocRadar detail
Public Intel

Public Intel

Regulatory canon

"Governed regulatory canon. The obligations your vertical runs on, always current."

Public Intel is the governed regulatory-canon library — source tracking, obligation binding, citation, review state, and canon pack management. DocRadar moves the work. Public Intel keeps the canon fresh.

Public Intel detail
Retain

Retain

Continuity engine · In design

"The continuity engine behind relationships that renew."

Retain is the Aegis continuity engine — the platform layer for recurring relationships, memberships, renewals, reactivation, lifecycle state, reimbursement-support workflows, and retention analytics across every vertical.

Retain detail
Bridge

Bridge

Enterprise operator portal

Bridge is the operator cockpit for enterprise and platform admins — module-contributed workspaces, EnterpriseAdmin role, and the control surface for managing tenants across the portfolio.

Sentinel

Sentinel

Enterprise analytics & AI

Sentinel is the platform's enterprise analytics and AI layer — HIPAA-grade analytics ingestion, relationship analytics, and AI seams that surface insight across every tenant. Cookieless web analytics and TimescaleDB pipelines, with governed AI over data the operator owns.

Building a vertical that fits this pattern?