BREAK DOWN DATA SILOS AND CREATE A UNIFIED VIEW OF YOUR CLIENT'S WEALTH
You have invested in the best technology to run your specific business. You need technology solutions that will complement your infrastructure, not compete against it.
Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value
Add Scale Through Integration
Holistic Client Reporting
Investment data integration with your general ledger enables more holistic client reporting. Through secure API integration with leading investment reporting systems, your firm can improve accuracy and significantly reduce or eliminate manual data entry therby improving throughput and time to results.
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.
Data Silos: Solving One of the Industry's Biggest Challenges
BETTER DATA, BETTER REPORTING
We understand one of the long standing challenges in the industry are systems that do not talk to each other. This puts the burden on your staff to manually update the systems or manipulate the information in Excel.
Because the process is so manual, it lacks scale, is error prone, and can delay delivery, as the amount of manual data entry becomes too much to maintain.
AgilLink's integration capabilities allow you to combine investment data into your general ledger in a more automated and consistent fashion freeing up your staff to work on higher value functions.
The Benefits of Data Integration
INCREASE THE VALUE OF YOUR CLIENT SERVICES
Time Proven Value-Added Integrations
AGILLINK SEAMLESSLY INTEGRATES WITH THE INDUSTRY LEADING SYSTEMS, EXTENDING YOUR CAPABILITIES
Contact us to learn which system providers we integrate with and how AgilLink can be part of your technology stack.
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