AgilLink is the winner in Bill Pay for the WealthTech Americas Award

March 2026 – AgilLink is proud to have been named the winner of the Bill Pay category at the prestigious WealthBriefing WealthTech Americas Awards 2026. This annual program celebrates the most innovative and outstanding firms, teams, and individuals in the wealth technology sector. As part of this recognition, we’ve invited General Manager Erin Oremland to share insights about AgilLink’s innovative approach and achievements.

Purpose Built for Complexity: How AgilLink is Redefining Family Office Operations

What has been the most impactful innovation your firm introduced recently, and how has it shaped client outcomes or internal efficiency?

The most impactful innovation we have delivered is the expansion of our platform into a truly unified financial operations ecosystem for family offices. By deeply integrating bill pay, accounting, banking, treasury, and cash management into one secure, cloud-based environment, we've eliminated silos that used to create friction and risk across our clients' workflows.

With straight-through processing between AgilLink and City National Bank, firms can now automate large portions of their payment and reconciliation workflows while maintaining full transparency and audit control. This has improved internal efficiency across our client base, reduced fraud exposure, and helped family offices deliver a more responsive, high-touch service to their principals.

What makes this innovation especially powerful is that it's purpose-built for firms managing multiple households and entities. Every feature is designed for scale, control, and adaptability. These are the hallmarks of what modern family offices require.

With the launch of Connect to Bank, our enhanced integration designed to streamline financial data management for firms, family offices can automatically download prior-day activity from third-party banks, view updated balances directly on their AgilLink dashboard and leverage our automated account reconciliation tool kit. By maintaining a bank-agnostic platform, Connect to Bank reinforces our commitment to client-centric solutions, ensuring flexibility and convenience for our clients and the families they serve.

Can you share a story that best illustrates your team’s commitment to client service or problem solving?

One of our clients, a multi-family office serving hundreds of high-net-worth clients, was struggling with fragmented systems that created operational bottlenecks. Payments were getting delayed, accounting data was constantly out of sync, and their team was overwhelmed trying to reconcile across different platforms.

Instead of offering a one-size-fits-all solution, our team partnered with theirs to co-design a scalable architecture. We mapped approval workflows, customized access permissions by entity and role, and integrated their investment reporting directly into AgilLink’s core features.  Our client services team worked side by side with their operations and finance leads, ensuring not only a successful implementation, but a fundamental rethinking of financial data flows across their business. By utilizing Connect to Bank, they were able to integrate client data from multiple financial institutions into their AgilLink dashboards to receive getting a comprehensive view of key financial data.

 Today, they operate with fewer manual processes, lower risk, and better visibility, allowing their team to focus more on strategy and client engagement.  This outcome is not an exception, but rather a reflection of our approach to deliver solutions backed by experience and a team of people who understand the nuances of this industry.

What role has collaboration—either internally or with external partners—played in your success?

Collaboration is at the heart of how we build, support, and evolve AgilLink. Internally, we have fostered tight alignment across product, engineering, implementation, and client success. Everyone is connected to client feedback, which keeps us agile and ensures enhancements address real world challenges.

Externally, our integration partners have been critical in making AgilLink a flexible platform.  Whether integrating investment reporting tools like Addepar and Black Diamond, or integrating to other partners, we work collaboratively to support each firm’s unique tech stack.

But our most vital partnerships are with our clients. Several of the platform’s best features have come directly from client conversations. We believe true innovation is co-created, not invented in isolation.

What does winning this award mean to your firm, and how will you use this recognition going forward?

This award validates the dedication and deep expertise our team brings to serving family offices. For 50 years, we have focused on the operational needs of firms supporting complex, high-net-worth client.  This recognition confirms that our purpose-built approach evolves with the market.

We will leverage this platform to educate the industry on the importance of scalable, secure financial operations. Winning is an honor, but more importantly a challenge to keep raising the bar for ourselves and the firms we serve. 

About AgilLink

For over 50 years, AgilLink has provided secure bill pay and client accounting solutions to family wealth firms. We enable firms to scale their bill pay and client accounting operations while adding more controls, security and transparency.

AgilLink is an RBC company and is an affiliate 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.

About ClearView Financial Media Ltd

Founded in 2004 by Stephen Harris, ClearView Financial Media delivers high-quality, need-to-know information for the private client community. With a global reach, the company publishes WealthBriefing and its related newswires, produces in-depth research reports, and hosts industry-leading events and awards programs worldwide.

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

Addepar and Black Diamond are independent companies and are not associated with AgilLink, City National Bank, or RBC.