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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An RBC company and affiliate of City National Bank


United States of America


El Segundo, California

Top markets

United States


Multi-family offices

Secondary focus

  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)


Over 300 clients and 5000 users

Pathstone - Listen to the case study
Curated Wealth Advisors - Listen to client's perspective

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