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InvestLink

CONTACT US

Transform investment data into journal entries to produce consolidated, investment-aware

financials and reports.

InvestLink seamlessly integrates data from more than 300+ custodians or your existing reporting system, providing investment-aware financials in a single, streamlined view.

Technology Designed for Family Offices

HOW IT WORKS

Using InvestLink's secure API integration, you can integrate investment data from institutional custodians, investment managers and security providers with financial data provided by AgilLink into actionable data reports for your clients.

Better information at an integrated level simplifies decisions for you and your clients. 

 

Benefits of InvestLink

Automate the Unmanageable

Eliminate manual GL postings and data re-keying across accounts, entities, and custodians - no passwords required.

 

Trust the Data

Secure API feeds create audit-ready financials and consistent reporting you can stand behind.

 

 

Built for Complexity

AgilLink is purpose-built for multi-entity, multi-custodian, and ultra-high-net-worth environments.

 

 

InvestLink

 

"A deep breath of fresh air. AgilLink's InvestLink dramatically reduced the time required to post monthly investment activity with exceptional accuracy through direct institutional feeds. Upfront setup paid real dividends in long-term efficiency and genuine peace of mind." 

Karen Bobo

De Thomas Bobo & Associates

How it works
  • Aggregate and pull investment data from 300+ custodians or your investment system via secure APIs.
  • Standardize securities, transactions, and valuations across sources.
  • Transform investment data into journal entries aligned to your chart of accounts.
  • Reconcile and publish: produce consolidated, investment-aware financials and reports.

 

What you can do
  • Produce consolidated and customizable statements that reflect both operating and investment activities across all entities
  • Automate recurring entries (dividends, fees, accruals) with clear audit trails
  • Drill into transaction detail without leaving your general ledger
  • Support complex entity structures with consistent mapping

 

Results you can measure
  • Shorter month-end close and faster client reporting
  • Fewer manual touches and errors
  • More time for analysis, client service, and strategy

 

 
Security and controls
  • Encrypted, tokenized data flows via secure APIs
  • Clear audit trails for every automated entry
  • Role-based access and approvals aligned to your firm’s controls

 

Ready to see InvestLink in Action?

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InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with AgilLink.