Private Wealth Systems vs AgilLink
You are looking for alternatives to Private Wealth Systems. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Category
USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
Read more
AgilLink
Category
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.
Read moreCompany
50-100
-
1976
An RBC company and affiliate of City National Bank
United States of America
El Segundo, California
United States
-
-
Client
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
Over 300 clients and 5000 users
Product
- 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
Serviced software, SAAS
-
-
- Addepar
- Risclarity
- InvestLink
Yes