The future of family office technology isn’t about standalone tools, it’s about building an ecosystem where data, people, and processes connect seamlessly. That’s why we’ve architected our platform to serve as the central data hub in your tech stack, connecting accounting, investments, banking, and payments through secure APIs (Application Programming Interfaces).

This modular ecosystem empowers firms to pick best-in-class tools while ensuring data flows naturally and securely, all while reducing manual entry, improving accuracy, and scaling with your team’s needs.

Key Integrations in the AgilLink Ecosystem

Connect to Bank: Smarter Bank Data Access

Say goodbye to manual uploads. Connect to Bank automates the daily import of prior-day balances and transactions from thousands of financial institutions. You can view live and prior-day figures directly on your dashboard and run automatic bank reconciliation, helping you operate with confidence and efficiency.

This integration enhances your cash management workflows, allowing you to spend less time chasing file downloads and more time on strategic oversight.

InvestLink: Aggregated Investment Insight

An ecosystem is only as powerful as the investment insights it supports. InvestLink aggregates data across custodians and brokerages, transforms it into accounting-ready entries, and allows you to quickly deliver summarized investment reporting seamlessly integrated with your financial statements.

It’s designed to offer holistic visibility into your clients' investment portfolios, empowering smarter decisions without the operational overhead.

Bill Pay: Secure, controlled approvals with embedded banking

AgilLink’s bill payment platform is built for scale and control with configurable approval workflows, role-based entitlements, and full audit trails; keeping payments governed while your team moves faster and more efficiently. Clients and approvers can review invoices and authorize payments from anywhere via the AgilLink mobile app, eliminating bottlenecks without sacrificing oversight.

What it looks like in practice:

• Configurable workflows & thresholds: Set dual approvals, add client approvals when needed, and establish dollar-based tiers
• Role-based access & entitlements: Restrict who can view, create, approve, or release payments; prevent payments outside the defined workflow.
• Embedded document management & audit trail: Keep invoices, approvals, and payment history linked to each transaction for easy review and compliance.
• Integrated treasury with City National Bank: Streamline payment execution and reconciliations through City National Bank’s treasury capabilities, with intra-day balances and activity available inside AgilLink.
• Mobile approvals: Clients and approvers can approve bills on the go from the AgilLink app.

As your needs evolve, so will the AgilLink ecosystem. Expect deeper API integrations, enhanced automation, and new solutions created to streamline your workflow even further.

This article and the information contained herein is for general information and education only. It is provided as a courtesy to the clients and friends of AgilLink. AgilLink, as a matter of policy, does not give tax, accounting, regulatory or legal advice, and any information provided should not be construed as such. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations.  You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented, taking into account your own particular circumstances.

AgilLink is an RBC company and 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.

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