AgilLink Recognized Among the Best in WealthTech with Prestigious Award

March 2025 – AgilLink, a leader in family wealth technology, has been named a winner in the ‘Client Accounting’ category at the highly regarded WealthBriefing WealthTech Americas Awards 2025.

This accolade places AgilLink among the top innovators in the financial technology sector, highlighting its commitment to integrating a top-tier multi-client bill payment and specialized client accounting platform with the expertise of experienced family office professionals.           

The WealthBriefing WealthTech Americas Awards celebrate the most forward-thinking firms and professionals who are shaping the future of wealth management. The judging panel, composed of prestigious independent experts, recognized AgilLink for ‘demonstrating innovation and excellence during the last year’.

Commenting on the firm’s achievement, Erin Oremland, General Manager of AgilLink, stated, “We are deeply honored to receive this award. What truly sets AgilLink apart is our commitment to building authentic relationships and providing support from experts who understand the urgency and complexity of serving high-net-worth clients. Our platform has evolved in direct response to our clients' needs, shaping it into a secure, cloud-based solution that seamlessly integrates client accounting, bill payment, data aggregation, and workflow automation- streamlining operations, reducing manual effort, and enhancing data accuracy.”

The WealthBriefing awards program is a globally recognized initiative, spanning major financial hubs through its sister publications, WealthBriefingAsia and Family Wealth Report. As businesses worldwide navigate an increasingly complex financial landscape, receiving this distinction signals strength, stability, and a commitment to continued excellence.

Stephen Harris, CEO of ClearView Financial Media and publisher of WealthBriefing, praised all award recipients: "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 programmes and the WealthBriefing WealthTech Americas Awards 2025 is no exception. These awards give organisations 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 WealthBriefing winners.”

The winners were officially announced on February 20, 2025, marking yet another milestone for AgilLink in its mission to redefine the standards of client accounting and family wealth technology.

About AgilLink

For over 45 years, AgilLink has provided secure bill pay and client accounting solutions to family wealth firms/ We enable firms to scale their bill pay and client accounting operations while adding more controls, security and transparency.

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.

About ClearView Financial Media Ltd

Founded in 2004 by Stephen Harris, ClearView Financial Media delivers high-quality, need-to-know information for the private client community. With a global reach, the company publishes WealthBriefing and its related newswires, produces in-depth research reports, and hosts industry-leading events and awards programs worldwide.

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