AgilLink
Category
Accounting
Country
United States of America
Company Representative
Mark Wickersham
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.
What sets AgilLink apart?
"AgilLink has been a 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."
Mark Wickersham
Product
Get an overview of what this software 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.
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
Clients are also owners
Incorporated
United States of America
Locations
El Segundo, California
Top markets
- United States of America
- Albania
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
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
We also reviewed some other Accounting Providers
In the media
