DiliTrust SAS vs AgilLink

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

DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

50-100

1976

An RBC company and affiliate of City National Bank

United States of America

El Segundo, California

United States

Client

Focus

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Multi-family offices

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

Over 300 clients and 5000 users

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

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

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

Mobile App

Serviced software, SAAS

Addepar
Risclarity
InvestLink

Yes

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