Agilis Investment Management
The Agilis Investment Management Suite revolutionizes financial operations by automating Fund and Wealth Management processes. With a focus on enhancing client relationships, it provides tools for portfolio rebalancing, trade order management, risk compliance, and analytics, empowering users with a holistic view of their investments and efficient decision-making capabilities.
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Top Agilis Investment Management Features
- Holistic multi-entity platform
- Automated fund management
- Wealth management capabilities
- Comprehensive financial planning
- Capital markets operations
- Bancassurance integration
- 360° investor view
- Portfolio rebalancing guidance
- Trade recommendations
- Workflow-driven trade order management
- Risk management compliance
- Customizable analytics tools
- Benchmarking model portfolios
- Security software management
- Database administration services
- Third-party software maintenance
- Service Level Agreements for efficiency
- Back office process outsourcing
- Tailored software infrastructure management
- Client relationship enhancement tools
