AgilLink
AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.
AgilLink has over 45 years of industry leadership and expertise serving firms supporting high-net-worth clients. Over 300 clients trust and rely on our software for their critical business operations.
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Key Company Information
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Employees
50-100
Founded
1976
Ownership
An RBC company and affiliate of City National Bank
Incorporated
United States of America
Locations
El Segundo, California
Top markets
United States
Focus
Multi-family offices
Secondary focus
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
Number
Over 300 clients and 5000 users
Pathstone - Listen to the case study
Curated Wealth Advisors - Listen to client's perspective
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