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Integrations

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AgilLink provides the integrations your firm needs to efficiently and securely scale your business. 

Investment Systems Integrations 

 

COMBINE INVESTMENT DATA WITH FINANCIAL DATA

 

AgilLink's secure API technology enables family offices to create a best of breed technology stack allowing firms to produce holistic wealth reporting that combines investment data from leading investement reporting systems with financial data from AgilLink.

 

 

 

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Investment Data Aggregation

 

BETTER, MORE HOLISTIC REPORTING AT SCALE

 

Including investment data in your financial reporting can be hard. We can help. We aggregate account data from over 300 institutional custodians and transform that information into financial accounting informaion. This enables business managers to produce investment financials at scale.

 

 

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Entertainment Ecosystem 

 

DESIGNED TO SUPPORT THE UNIQUE NEEDS OF ENTERTAINMENT CLIENTS

 

AgilLink's integration with PaymentHub enables your clients to get paid quicker and more securely while automating the accounting residual payments which are typical in the entertainment industry. AgilLink is part of City National Bank's entertainment-specific ecosystem.

 

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Modern API – A Better Way To Connect

Application Programming Interface (API) is a secure way for systems to talk to each other. APIs enable firms to easily pick and choose the technologies that are best for their specific business needs.

 

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InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with AgilLink.

PaymentHub is an Exacactuals product. Exactuals is an RBC company and a wholly-owned subsidiary of City National Bank Member FDIC.

Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value