AgilLink
AgilLink empowers business managers, family offices, and sports professionals by enhancing bill pay and client accounting services. With over 45 years of experience, it integrates seamlessly with City National Bank for secure transactions, offers multi-client support, and enables scalable operations through customizable workflows and robust security measures.
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Top AgilLink Features
- Multi-client bill payment
- Configurable approval workflows
- Integration with City National Bank
- Document management system
- Investment data integration
- Multiple sets of books
- Consolidated reporting capabilities
- Cloud-based accessibility
- Real-time financial insights
- Investment API integration
- Automated recurring invoice generation
- Device-agnostic approvals
- User-level role-based permissions
- Comprehensive workflow dashboard
- Single sign-on functionality
- Audit trails for transparency
- High-level security protocols
- Integration with leading investment systems
- Reduced accounting errors
- Detailed financial statement customization
