Designed for Family Offices

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Secure Bill Payment and Client Accounting Solutions

AgilLink’s secure bill payment and specialized cloud accounting solution is a key component in helping Family Offices improve controls, scale their operations and provide more holistic services and reporting to their clients.

In our annual nationwide bill payment survey, Family Offices that offered bill payment services reported three clear benefits to their operations:

Additional stickiness in client relationships – 62%
Ability to provide better insights and planning – 41%
Additional revenue – 31%

Firms that offer bill pay services become much more central to their client’s day to day financial health, which lowers the risk of a client leaving.

AgilLink Benefits

MULTI FAMILY OFFICE

"One of the reasons we’ve had such a successful relationship with AgilLink, is because there’s no way we’re going to create a better multi-client bill pay and general ledger system that also combines imaging with custom rules and work flows.” - Pathstone

Benefits

Compliance & Transparency

AgilLink is designed to give your clients peace of mind, featuring role-based permissions, automated alerts and comprehensive audit trails.

Boost Efficiency

Scale your bill payment service without having to add head count.

Reduce Complexity with One Powerful System

Key functions for bill payment and client accounting are fully integrated eliminating the need to piece together multiple systems from multiple vendors.

Work From Anywhere

Cloud-based solution with a client mobile app that allows you to work from anywhere.

Bank Level Security

As an affiliate of City National Bank, AgilLink is held to bank level security protocols and safeguards.

World Class Support

Proven customer support and training built on more than 45 years of knowing your business.

Family Office Banking

We know your business and serve some of the largest family offices in the country. From cash management to tailored credit solutions we help you provide solutions for both sides of your client’s balance sheet.

Learn More

Learn More

Filename: Pathstone Case Study Agillink.pdf
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Filename: Addepar for Family Offices - AgilLink.pdf
Size: 914 KB
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