Investment Data Aggregation for Business Managers

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Create Holistic Reporting for Your Clients and Reduce Manual Data Entry

A Powerful Tech Stack

EXTENDING THE POWER OF AGILLINK

Eliminate manual data entry by leveraging technology. InvestLink enables data aggregation, consolidated investment reporting, and the ability to transform investment data into financial accounting data. InvestLink is a powerful extension of AgilLink that is unique in the industry.

Scale Your Practice

INTEGRATIONS THAT ADDRESS THE INDUSTRY'S BIGGEST PROBLEMS

For too long incorporating investment data into a client's financials has been a manual and time consuming process. The process can be error prone and inconsistent from bookkeeper to bookkeeper, and because of this, many firms will only update annually or as needed.

InvestLink improves operations workflow enabling scale and allowing your staff to focus on higher value functions.

The Benefits of Data Aggregation

SECURE YOUR SOURCE DATA

Saves Time

Resources can be redeployed to higher value activities.

Reduces Errors

Because you can't afford errors and neither can your clients.

Improves Delivery

Automates manual update processes, resulting in more frequent updates to clients.

Enhances Reporting

Aggregated data can be formatted according to your clients' preferences.

FOR BUSINESS MANAGERS

Data Aggregation & Investment Data Integration

AgilLink's InvestLink platform aggregates and integrates data from over 300 custodians along with General Ledger data to provide timely and consolidated reports.

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

PaymentHub is an Exacactuals product. Exactuals is an RBC company and a wholly-owned subsidiary of City National Bank Member FDIC.

AgilLink is an RBC company and is an affiliate of City National Bank Member FDIC.

City National Bank is a subsidiary of Royal Bank of Canada.

Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value