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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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

Product

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)

Whitelabel

Yes

Type Of Software

Serviced software, SAAS

Integrations

  • Addepar
  • Risclarity
  • InvestLink

Mobile App

Yes

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.
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Key Company Information

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

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

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

Customisation

Customised reporting

Bespoke development

Yes

Wondering how AgilLink compares to other companies?

Simple solutions for complex times.