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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 clientsโ€™ chart of accounts to create investment focused financial reporting and consolidated investment reports.

 

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.

 

Entertainment Eco-System

AgilLink is part of City National Bankโ€™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

 

Modern API โ€“ 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.