Designed for Trust Companies and Institutional RIAs

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Elevate Your Company's Bill Payment

Services for your Family, Individual, and Institutional Clients

As a leading bill payment solution, purpose-built for firms serving Ultra-High-Net-Worth (UHNW) and institutional clients, we understand the unique demands and expectations placed on trust companies and institutional Registered Investment Advisors (RIAs).

Why AgilLink

Tailored to Serve a Diverse Range of Client Types

We recognize your clients demand personalized, efficient services. AgilLink goes beyond standard bill payment solutions, providing a customizable platform that aligns with your distinct needs and preferences.

Your clients have multiple entities. AgilLink’s general ledger offers the ability to maintain multiple sets of books for your clients, without having to log in and out of numerous platforms– and making it easy to create consolidated reporting.

Cutting-Edge Security

Trust is at the core of what you do, and it's at the core of AgilLink. Our platform employs state-of-the-art security measures to safeguard sensitive financial information, ensuring the utmost confidentiality for your clients.

As an RBC company, AgilLink is held to the highest standard of security protocols and safeguards.

Compliance & Transparency

AgilLink is designed to give your clients peace of mind, featuring role-based permissions, automated alerts and comprehensive audit trails.

Time-Saving Automation

Eliminate manual processes like data entry, printing checks, and scanning individual bills. AgilLink automates bill payment workflows, saving time for your team and allowing them to focus on more strategic aspects of client relationships.

Real-time Insights

Access real-time insights into your clients' financial activities. AgilLink empowers your team with valuable data to answer client questions quickly and accurately.

Approval at their Fingertips

Our mobile application makes it easy for your clients to approve bill payments from anywhere, at any time from the convenience of their mobile phone.

Your Firm, Elevated

At AgilLink, we believe in empowering professional advisors to exceed client expectations. By choosing our bill payment and client accounting platform, you're not just selecting a technology; you're embracing a new standard of excellence.

We help firms with the processing of:

Fees and payments to trustees and beneficiaries
Capital calls and distributions
Client bill payment
Multiple ledgers for complex family solutions
Corporate operating expenses
Vendor payments

Does your bill payment process look like this?

Firms are Worried About :

Needing more staff
Missing a bill or having to explain a mistake
Opening clients up to fraud
Facing an audit

With AgilLink your bill pay system can look like this

Firms Benefit from:

Increase scale without headcount
Better straight through processing
More control
Better Transparency

Ready to see AgilLink in Action?

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