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March 16, 2022

We are excited to announce that AgilLink has been selected as a finalist in the Bill Pay category at the Family Wealth Report Awards 2022 program.

Verna Grayce Chao, President, commented “It is a great honor to be among the shortlist of finalists. It’s a recognition of all of the hard work the team has done over the years in providing innovative, industry specific solutions for family wealth firms and the high touch support we provide our clients leading to this nomination.”  

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report, was first to extend his congratulations to all finalists, “This year we had a record number of registrations and submissions for this program: more than 500 submissions in nearly 70 categories. These awards recognize the very best operators in the private client industry.”

For over 45 years AgilLink has provided bill pay and client accounting solutions to firms that service ultra-high net worth individuals including family offices, business managers and sports management firms. Our solutions help firms scale their business while offering more controls and transparency.  

AgilLink is proud to be recognized and is looking forward to attending the Gala Ceremony on May 4th.

To learn more about how we service family wealth firms click here.

To hear from one of our family wealth clients click here.