- Service Name
AgilLink
- Industry
Financial Services, Accounting, Cloud Solutions, Bill Payment Services
- Main Value Proposition
AgilLink provides scale, control, and security for firms managing high-net-worth clients' financial needs.
- Description
AgilLink offers secure bill payment and specialized cloud accounting solutions tailored for business managers, family offices, and sports professional firms. It focuses on enhancing operational efficiency and control for firms serving high-net-worth clients.
- Key Features
Streamlined bill payment process with configurable approval workflows; Integrated client accounting with the ability to maintain multiple sets of books; Investment API for data aggregation across brokerage firms; Cloud-based solution allowing bookkeepers to work from anywhere
- Use Cases
AgilLink is most valuable for business managers, family offices, and sports professional firms that require efficient bill payment and accounting services for their clients.
- Competitive advantages
Long-standing industry experience of over 45 years; Integration with City National Bank for enhanced financial services; Cloud-based flexibility allowing remote access for accounting professionals
- Strengths
AgilLink's strengths lie in its robust security features, seamless integration capabilities, and tailored solutions for high-net-worth client management.
- Positioning
AgilLink positions itself as a specialized provider of financial management solutions for firms serving high-net-worth clients, emphasizing security and control.
- Audience
The target users include business managers, family offices, sports advisor firms, and trust companies, all of whom benefit from enhanced financial management solutions.
- CTA
GET STARTED
- Tags
Bill Payment
Cloud Accounting
High-Net-Worth Clients
Financial Management
- Tagline
Purpose Built For Firms That Serve High-Net-Worth Clients
- Tone of Voice
Professional, Trustworthy, Supportive
- Differentiation
AgilLink uniquely integrates bill payment and accounting services with specialized workflows and security measures, specifically designed for high-net-worth client management.
- Brand Positioning
AgilLink is identified as a trusted partner for financial management, leveraging its affiliation with City National Bank to enhance credibility and service offerings.
- Founded
1976-01-01