CitizenX vs AgilLink

You are looking for alternatives to CitizenX. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CitizenX

Advisors

CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.

AgilLink

Accounting

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.

Employees

0-10

Founded

2023

Locations

Top 5 Markets

United States of America,
United Kingdom,
United Arab Emirates,
Canada,
Singapore

Ownership

Owned by management,
Key staff also have ownership,
External investors (neither clients nor staff)

50-100

1976

An RBC company and affiliate of City National Bank

United States of America

El Segundo, California

United States

Client

Focus

Individual wealth owners

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices

Multi-family offices

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

Over 300 clients and 5000 users

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Accelerator
Data aggregation
Portfolio management
Consolidated reporting
Accounting

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

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

Yes

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

Serviced software, SAAS

Addepar
Risclarity
InvestLink

Yes

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