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Secure Bill Pay and Client Accounting

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Purpose Built For Firms That Serve

High-Net-Worth Clients

For over 45 years AgilLink (formerly Datafaction) has focused on solving the pain points of adding the controls needed to offer multi-client bill payment and client accounting. We enable firms to scale their business while putting the proper controls and security in place.

How It Works

 

Why AgilLink

AgilLink provides scale, control and security to family offices, business managers and sports professional firms that offer bill pay and accounting services for their high-net-worth clients. Our secure bill payment and specialized cloud accounting solution incorporates approval workflow, integration with City National Bank, document management and investment data integration.

Streamlined Bill Payment

AgilLink streamlines the bill payment process by integrating the accounting system with City National Bank's Treasury capabilities and combining this with configurable approval workflows.

 

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Integrated Client Accounting

AgilLink’s general ledger offers the ability to maintain multiple sets of books for your clients, making it easy to create consolidated reporting. As a cloud-based solution bookkeepers can work from anywhere.

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API Integrations

Create scale in your business with our investment API by integrating with leading investment reporting systems and aggregating data across hundreds of brokerage firms.

 

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WHO WE SERVE

Business Managers

"Sometimes artists and managers need to make decisions fast….AgilLink helps us answer financial questions quickly and with greater accuracy than we could in the past.” Learn More

 

Mike Merriman

President and Founder, PARR3 LLC

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WHO WE SERVE

Family Offices

“All the work done on the tax and investment side can come through the general ledger in AgilLink. That vaulted what Pathstone was doing at an exponential rate.”

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Matthew Fleissig

President, Pathstone

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