Skip to main content


Solutions



Designed For Firms that Serve High-Net-Worth Clients

Automate and Scale Multi-Client Bill Payment

Handle the complexities that comes with paying bills and managing cash flow for your clients.

Multi-Entity Cloud Accounting

Have your accounting system be first to know with a fully integrated general ledger.

Create Best in Breed Technology for Your Firm

AgilLink’s API based integrations allows your firm to create fully integrated wealth management technology stack

Multi-Client Bill Pay and Client Accounting

AgilLink is a secure cloud based solution that automates and scales the bill payment and client accounting functions.

Integrated Imaging

Electronically store all invoices and other important documents in the cloud.

 

Cloud Accounting

Cloud-based, multi-entity general ledger is built specifically for firms that service Ultra-High-Net-Worth clients.

Approval Workflow

Configurable approval workflow with multiple levels including client approvals. 

 

Treasury Management

Our Integration with City National Bank provides complete treasury management capabilities.

Integrations

API integrations enable secure transfer of data and seamless integration with your tech stack.

Security

As an RBC company, AgilLink is held to the highest standard of security protocols and safeguards.


Industries We Serve

AgilLink Family Office Banner
FAMILY OFFICES
BUSINESS MANAGERS
SPORTS PROFESSIONAL FIRMS