The Family Wealth Report Awards 2024

Finalist in Bill Pay

AgilLink has been nominated for the 2024 Annual Wealth Report for best Bill Pay Solution

AgilLink, a leading provider of multi-client bill payment and client accounting for family wealth firms, has been selected as the finalist in the “Bill Pay” category of the 2024 Family Wealth Awards program.

The annual Family Wealth Report Awards recognizes the most innovative and exceptional firms, teams and individuals serving the family office, private wealth, and trusted advisor communities in North America.

AgilLink has been selected as a finalist for its unparalleled 45+ year track record of delivering the scale, control and security family offices rely on to provide best in class 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.

Commenting on being selected as a finalist, Erin Oremland, General Manager, AgilLink said, “We are delighted to have been selected by the judges as a finalist for these prestigious awards. This is testament to the hard work our team puts in every day to ensure clients are getting best-in-class products and services.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.”

“This year we have seen a marked increase in entrants and interest in all our global awards programs and the Family Wealth Report Awards are no exception. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of Family Wealth Report winners.”

Winners will be announced on 2 May 2024 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

_{AgilLink is an RBC company and is an affiliate of City National Bank Member FDIC.}

_{City National Bank is a subsidiary of Royal Bank of Canada. Deposit products and services are provided by City National Bank.}

_{ClearView Financial Media is an independent company and is not affiliated with AgilLink, City National Bank or Royal Bank of Canada.}