AgilLink serves the needs of family offices, business managers and sport management firms that offer pay bill and client accounting services.
Their secure bill payment and specialized cloud accounting solution incorporates document management, approval workflow, investment integration and online banking with City National Bank.
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.
A partnership with Risclarity means invaluable workflow experiences, maximizing the power of technology integration, and enhanced reporting capabilities. AgilLink's partnership with Risclarity maximizes the capabilities of wealth managers when it comes to clear financial reporting and account integration.
Learn what led AgilLink to partner with Risclarity and the benefits the relationship has brought to AgilLink's operations and the clients they serve.
Reach out and let's scale your business together.
Simplifying Complexity: Integration and client reporting solutions for family wealth management.
