Agillink
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About Agillink
AgilLink offers secure bill payment and specialized cloud accounting solutions tailored for business managers, family offices, CPAs, and sports management firms. The platform focuses on providing controls and security for managing client accounts and financial transactions.
Manage bill payments and client accounting securely with AgilLink.
What You Can Do
- Utilize secure bill payment services
- Access specialized cloud accounting solutions
- Integrate with investment data systems
- Manage client accounts efficiently
- Streamline approval workflows
Frequently Asked Questions
What types of clients does AgilLink serve?
AgilLink serves family offices, business managers, sports advisor firms, trust companies, and nonprofits.
Is AgilLink suitable for high-net-worth clients?
Yes, AgilLink is specifically designed for firms that manage high-net-worth clients.
What security measures does AgilLink implement?
AgilLink incorporates approval workflows and document management to ensure secure financial transactions.
Can AgilLink integrate with banks?
Yes, AgilLink offers integration with City National Bank and other financial systems.
How long has AgilLink been in operation?
AgilLink has been focused on providing financial solutions for over 45 years.