Designed for Sports Advisor Firms

Our mobile application makes it easy for your clients to approve bill payments from anywhere, at any time from the convenience of their phone.

InvestLink integrates investment data from your client’s brokerage accounts or from your investment reporting system directly into AgilLink. This allows you to scale your operations, reduce errors and increase your reporting frequency for your clients. 

AgilLink is designed to give your clients peace of mind, featuring role-based permissions, automated alerts and comprehensive audit trails. Combined with a City National Bank operating account which can help firms stay compliant.

Athletes are often targeted, because of their notoriety. As an RBC company, AgilLink is held to the highest standard of security protocols and safeguards.

Your clients work with a team of advisors and managers. With AgilLink you can easily coordinate with the entire team by giving them view only access to AgilLink with role-based permissions and views. 

Our mobile application makes it easy to approve and pay bills from anywhere, at anytime.