AgilLink
HQ Address
841 Apollo Street, Suite 400, El Segundo, CA 90245, United States
Website Address
Business introduction
Secure Bill Pay and Client Accounting
Purpose Built For Firms That Service High-Net-Worth Clients
For over 45 years AgilLink (formerly Datafaction) has focused on solving the pain points of adding the controls needed to offer multi-client bill payment and client accounting. We enable firms to scale their business while putting the proper controls and security in place.
Why AgilLink
AgilLink provides scale, control and security to family offices, business managers and sports professional firms that offer 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.
Get to Know AgilLink
Founded in 1976 as Datafaction, AgilLink has over 45 years of industry leadership and expertise serving firms supporting high-net-worth clients. Over 300 clients trust and rely on our software for their critical business operations.
In 2010, City National Bank acquired Datafaction. Currently, AgilLink is a Royal Bank of Canada company and an affiliate of City National Bank, Member FDIC.
AgilLink Solutions
Bill Pay
Superglue for Your High Net Worth Clients Bill payment services are like superglue for your high net worth (HNW) clients. Our annual bill payment survey revealed bill payment services as the number one benefit firms can offer. Your clients want it and expect you to handle the complexities that come with managing and......
business needs
Client Accounting
Cloud Accounting Work securely from anywhere you have an internet connection with our two-factor authentication and mobile app. Investment Data Integration Our unique investment data aggregation and integration with InvestLink automates the process of creating a complete 360-degree view of your client’s wealth. Consolidated Reporting Run consolidated financial reports for multiple entities with multiple levels of detail for both......
