Sage vs AgilLink

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

Sage Intacct

Accounting

Sage Intacct is a cloud-based accounting and financial management software invested in meeting the needs of financial professionals focused on customer success. Customers ranging from startups to public companies and family offices rely on Sage Intacct’s best-in-class cloud ERP software to deliver the efficiencies and insights that keep them on the fast track of growth, from their first million to their first billion.

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.

Company

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

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Sage vs AgilLink

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

Sage Intacct

Category

Accounting

AgilLink

Category

Accounting

Company

Client

Product

Technology