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Who We Serve



AgilLink services the needs of family offices, business managers and sports professional firms that offer pay bill and accounting services.


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FAMILY OFFICES
BUSINESS MANAGERS
SPORTS PROFESSIONAL FIRMS

Superglue for Your High Net Worth Clients

Bill payment services are like superglue for your high net worth (HNW) clients. Our annual bill payment survey revealed bill payment services as the number one benefit firms can offer. Your clients want it and expect you to handle the complexities that come with managing and tracking the cash flow and bills associated with multiple entities, properties, household staff, insurance premiums and more.

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Automate and scale your bill payment process.

 

Fully integrated, multi-entity cloud-based accounting for your firm.

Seamlessly integrate your client’s investment activity data, creating a more holistic view.

Pathstone

“Our investment data flows in automatically into the GL. Scale and leverage is part of what AgilLink has helped us do.”

 

Matthew Fleissig

President, Pathstone

 


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