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 tracking the cash flow and bills associated with multiple entities, properties, household staff, insurance premiums and more.

Integrated Imaging
Electronically store all invoices and other important documents in the cloud. Invoice images can be attached to transactions making the approval and audit process simple and easy. 

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

Approval Workflows
Configurable approval workflow with multiple levels including client approvals. Integration with City National Bank ensures payments cannot be released without proper sign-off.

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.

Bank Level Security
HNW clients are often targeted, because of their notoriety. As an RBC company, AgilLink is held to the highest standard of security protocols and safeguards.

Treasury Management
Our integration with City National Bank provides complete treasury management capabilities. Streamline bank and credit card reconciliations, intra-day balances, and activity.