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.


Contact AgilLink

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets AgilLink apart?

"AgilLink has been serving family offices for over 40 years. We are unique in that enable firms to securely scale their bill payment and client accounting process while adding more control and transparency."
Don Ludwig


Get an overview of what AgilLink does.

Main Tasks

  • Accelerator
  • Data aggregation
  • Portfolio management
  • Consolidated reporting
  • Accounting

Top features

  • Integrated accounting
  • Mobile App
  • Transparency
  • Data aggregation and management
  • Consolidated and bespoke reporting

Assets supported

  • Alternatives
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewellery)



Type Of Software

Serviced software, SAAS


  • Addepar
  • Risclarity
  • InvestLink

Mobile App


Type of data

Transaction level

Cost structure

  • We charge per user. Pricing starts at $3,000 per monthly and is tiered up based on the number of users a firm needs.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.






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

Request References

What do clients say about AgilLink?

"AgilLink offers us several advantages — the first of which is security. Security of the data, information, and the money movement inside the software. The second thing that AgilLink enables us to do is standardize processes so people can be trained and can use the software quickly and effectively."
Susan Moffat, Curated Wealth Partners

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, Dedicated contact

Pricing of support

Free support


Customised reporting

Bespoke development


Simple solutions for complex times.