Create Holistic Reporting for Your Clients and Reduce Manual Data Entry
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
Ready to see AgilLink in Action?
Enter your information and a member of our team will contact you.
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 a wholly-owned subsidiary 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