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Year In Review

January 31, 2022

Year in Review – Top Ten Videos for 2021

2021 was another year in which most of us were still working remotely. While we are all looking forward to the days when we can once again be in person, working from home has had some advantages including more time to search the internet for best practices and funny cat videos.

While we cannot offer any funny pet videos, we have put together a collection of our most popular videos from 2021.

Top Ten Videos for 2021 include:

1. Technology and Innovation in Family Wealth, Featuring Matthew Flessig, President of Pathstone

Matt discusses the importance of innovation in fueling growth, the challenges of consolidated net worth reporting, how the pandemic has impacted d their technology road map and more.

2. The Challenges and Benefits of Bill Payment, Featuring Tom Livergood, CEO Family Wealth Alliance

Tom discusses the challenges and benefits of offering bill payment, the missed opportunities firms are not taking and a post COVID outlook.

3. Business Manager Case Study, Featuring John McILwee

John discusses how his firm has leveraged AgilLink's during the pandemic, the benefits of our integration with Exactuals and more.

4. Data Aggregation and Investment Integration for Business Managers

Learn how business managers can expand services and provide better reporting by automating the process of collecting investment data and integrating that investment data into their general ledger for consolidated investment aware financial reporting.

5. Family Wealth Industry Trends, Featuring Matthew Flessig, President Pathstone

Matt discusses wealth management services and pricing, the importance of diversity and maintaining corporate culture during the pandemic, how single family offices can benefit from partnering with MFOs, and the benefits and common mistakes of bill payment.

6. Five Bill Pay Practices to Avoid, Featuring Don Ludwig, AgilLink

Don breaks down the five most common mistakes he sees firm make when it comes to offering bill payment services.

7. All things Family Office Technology, Featuring Susan McDermott, Addepar

Sue shares her insights and reflections on her nearly 30 years of family office experience.

8. How to Build a Best in Breed Wealth Management Technology Stack

Learn how AgilLink integrates with Addepar converting investment data into general ledger data enabling holistic wealth reporting.

9. How the Technology Landscape is changing for Business Managers, Featuring Mike Hurst and Bryan Walley from Exactuals

Mike and Brian discuss the effects of the pandemic, technology trends and how business managers can benefit from the combined offering of AgilLink and Exactuals.

10. Why APIs are a better way to connect, Featuring Carl Knecht President Risclarity

Carl Knecht, President of Risclarity, discusses why APIs (Application Programming Interface) are a better way to connect and how AgilLink and Addepar use this technology to create a best in breed technology stack.


These videos are for general information and education purposes only.

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

 Exactuals is an RBC company and a wholly-owned subsidiary of City National Bank.

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

John McILwee & Associates, Addepar, Risclarity, Family Wealth Alliance and Pathstone are all independent companies and is not affiliated with AgilLink, City National Bank or RBC. AgilLink, City National Bank or RBC are not responsible for any information contained herein relating to these or the products or services they may offer.