Building a Best of Breed Tech Stack

Specific for Family Offices

BREAK DOWN DATA SILOS AND CREATE A UNIFIED VIEW OF YOUR CLIENT'S WEALTH

You have invested in the best technology to run your specific business. You need technology solutions that will complement your infrastructure, not compete against it.

Non-Deposit Investment Products: • Are Not FDIC Insured • Are Not Bank Guaranteed • May Lose Value

Add Scale Through Integration

Holistic Client Reporting

Investment data integration with your general ledger enables more holistic client reporting. Through secure API integration with leading investment reporting systems, your firm can improve accuracy and significantly reduce or eliminate manual data entry therby improving throughput and time to results.

Technology Designed for Family Offices

HOW IT WORKS

Using InvestLink's secure API integration, you can integrate investment data from institutional custodians, investment managers and security providers with financial data provided by AgilLink into actionable data reports for your clients.

Better information at an integrated level simplifies decisions for you and your clients.

Data Silos: Solving One of the Industry's Biggest Challenges

BETTER DATA, BETTER REPORTING

We understand one of the long standing challenges in the industry are systems that do not talk to each other. This puts the burden on your staff to manually update the systems or manipulate the information in Excel.

Because the process is so manual, it lacks scale, is error prone, and can delay delivery, as the amount of manual data entry becomes too much to maintain.

AgilLink's integration capabilities allow you to combine investment data into your general ledger in a more automated and consistent fashion freeing up your staff to work on higher value functions.

The Benefits of Data Integration

INCREASE THE VALUE OF YOUR CLIENT SERVICES

Secure

Secure point-to-point data integration eliminates transcription errors and saves time, getting reports to your clients with less effort.

Efficient

Integration efficiency in your office means your employees can be utilized in higher-value tasks.

Scalable

Integrations can be scaled across clients enabling you to provide more value to more of your clients.

Holistic

Create a holistic view of your client's wealth by combining investment data with financial data.

Time Proven Value-Added Integrations

AGILLINK SEAMLESSLY INTEGRATES WITH THE INDUSTRY LEADING SYSTEMS, EXTENDING YOUR CAPABILITIES

Contact us to learn which system providers we integrate with and how AgilLink can be part of your technology stack.

A CLIENT PERSPECTIVE

Curated Wealth Partners

Integrating Addepar and AgilLink enabled Curated Wealth Partners, a multi-family office, to improve efficiency and deliver better results to their ultra-high-net-worth clients. By combining bill pay and financial accounting with performance monitoring and investment reporting, they were able to achieve a 360-degree view of their clients' wealth.

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Investment Systems Integration for Family Offices