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Integrations

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Account Data Aggregation

With InvestLink we can aggregate account data from over 300 institutional custodians. This data is normalized and mapped against your clients’ chart of accounts to create investment focused financial reporting and consolidated investment reports.

 
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Systems Integration

InvestLink can integrate with leading Investment reporting systems such as Addepar allowing you to create a best of breed technology stack. Combining bill pay and financial accounting with performance measurement and investment reporting gives you a 360-degree view of your clients' wealth.

 
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Entertainment Eco-System

AgilLink is part of City National Bank’s Entertainment focused eco-system. Our integration with City National affiliate Exactuals*** enables straight through processing of residual payments, allowing your clients to get paid quicker and reducing back office processing by as much as 80%. Read More

 
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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.

**Addepar is not affiliated with AgilLink.

*** Exactuals is an RBC company and a wholly-owned subsidiary of City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada.