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AgilLink Named a Finalist for the 2023 Family Wealth Reports Awards

February, 2023

AgilLink is excited to announce that it has once again been selected as a finalist in the Bill Pay category at the tenth annual Family Wealth Report Awards 2023 program.

Erin Oremland, General Manager, commented “It is an honor to be among the shortlist of finalists. It’s a recognition of our years of servicing the Family Wealth space providing industry specific solutions that enable Family Wealth to more securely scale their bill pay and client accounting services and the high touch support model we provide.”  

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. The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the Finalist stage are truly outstanding. These awards are judged by an expert panel of more than 40 judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, focusing on both qualitative and quantitative performance metrics. These awards recognize the very best operators in the private client industry. The judging process is rigorous and independent and all conflicts of interest are avoided, ensuring that these awards truly reflect excellence in family wealth management.”

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 industry specific solutions help firms scale their operations while offering more controls and transparency.  

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


AgilLink is an RBC company and a wholly-owned subsidiary of City National Bank Member FDIC.. 

City National Bank is a subsidiary of Royal Bank of Canada. Deposit products and services are provided by City National Bank.

ClearView Financial Media is an independent company and is not affiliated with AgilLink, City National Bank or Royal Bank of Canada.