As 2025 comes to a close, we want to take a moment to reflect on what has been a year of tremendous growth, collaboration, and forward momentum for the AgilLink community.
This year marked continued investment in what matters most to our clients: delivering technology that simplifies complexity for firms managing high-net-worth clients and their families.
Innovation That Drives Efficiency
From the launch of Connect to Bank, which gives firms secure, real-time visibility into third-party accounts, to the debut of Project-Based Accounting and expanded integrations with RBC Rochdale, Payment Hub by Exactuals, and the Writers Guild of America, AgilLink continues to strengthen its position in client accounting and bill pay.
We also introduced features driven directly by client feedback, such as new workflow customization, faster reporting generation, expanded demographic tracking, and enhanced liquidity reporting. Each update reflects our ongoing commitment to evolve alongside our users.
Celebrating the Content That Resonated Most This Year
In 2025, our Insights platform continued to grow as a resource for family offices and business management firms. Some of the most widely read and shared articles included:
- Optimizing Family Office Operations: A deep look at why purpose-built systems outperform spreadsheets and commercial tools, especially for multi-entity requirements.
- The Bill Pay Checklist: guide for achieving operational excellence and safeguarding client assets.
- Ask the Experts Series Part 3 and Part 4: Get answers to frequently asked bill pay and client accounting questions.
- 2025 North America Family Office Report: Understand top concerns facing family offices, including a widening gap between the services they provide and the systems they rely on to deliver them.
These resources reflect the questions and topics we hear most often from leaders in the family office and business management space, and we are proud to offer guidance on the issues that matter most.
Recognition of Our Clients’ Success
In 2025, AgilLink was honored to receive the Family Wealth Report WealthTech Americas Award for Client Accounting, a recognition of how our clients are transforming their operations through the platform. This milestone celebrates the collaboration and integration that have been at the heart of AgilLink’s success for almost 50 years.
As we enter 2026, we remain focused on modernization, data-driven reporting, and ecosystem expansion that empowers our clients to make faster, more informed financial decisions. The road ahead includes continued innovation in integrations, reporting, and automation, which are all designed to meet the evolving demands of family offices and business management firms.
Thank You
To our clients and users: thank you for being part of the AgilLink community. Your feedback fuels our innovation, and your trust inspires us to keep improving. We look forward to building even more together in 2026.
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