03:01
Keys to Technology Implementation - Addepar, Susan McDermott
02:45
Consolidated Reporting Challenges - Addepar, Susan McDermott
03:10
Outsourcing Family Office Services - Addepar, Susan McDermott
02:18
Addepar Integration - Curated Wealth Partners, Susan Moffat
03:36
Bill Pay and Client Accounting Services - Curated Wealth Partners, Susan Moffat
02:27
What Problems Does AgilLink Solve? - Curated Wealth Partners, Susan Moffat
03:12
Why Offer Bill Pay Services? - Curated Wealth Partners, Susan Moffat
03:10
Deviate Consulting - Using a Technology Consultant
02:28
Deviate Consulting - Technology Search and Implementation
02:11
Deviate Consulting - Family Office Vendors
02:07
Deviate Consulting - Cost of Software vs Value
02:26
Deviate Consulting - Choosing a Big or Small Software Platform
03:38
John McILwee - Benefits of Cloud Accounting
02:13
John McILwee - Residual Payments with Exactuals
02:10
Matt Fleissig, Pathstone - What Problems does AgilLink Solve?
02:01
Matt Fleissig, Pathstone - What Makes Pathstone Unique?
01:24
Matt Fleissig, Pathstone - The Holy Grail for Family Offices
01:39
Matt Fleissig, Pathstone - One Thing about AgilLink
02:42
Matt Fleissig, Pathstone - Bill Pay Mistakes
02:40
Matt Fleissig, Pathstone - Benefits of Bill Pay
03:58
The Future is Bright for Women's Sports | Todd Burach
01:51
Why is AgilLink a Good Fit for Family Offices | Todd Burach City National Bank
02:43
What Pro Athletes Need and Expect from an Advisor | Todd Burach, City National Bank
02:32
What Firms Should Know About Serving Pro Athletes | Todd Burach
05:41
Presentation | Data Agg & Investment Integration for Business Managers | InvestLink
03:55
Product Demo | 1099 Reporting Made Easy | AgilLink
06:38
Best of Breed Tech Stack AgilLink and Addepar | General Ledger Integration
05:21
Presentation | Secure & Scalable Bill Payment for Family Offices | AgilLink
09:24
Adopting AgilLink | Top Practices for SaaS Tech Implementations
02:20
Managed Bill Pay | How to Securely & Efficiently Pay Your Client's Bills with AgilLink
01:53
How InvestLink Streamlines Investment Data into your General Ledger
00:57
Bill Pay & Approval on the Go | AgilLink Mobile App
01:54
How can Business Managers help their clients get paid quicker | AgilLink's PaymentHub Integration
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About
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, document management and investment data integration.
AgilLink services the needs of family offices, business managers and sports professional firms that offer pay bill and client accounting services.
AgilLink is an RBC company and is an affiliate of City National Bank, Member FDIC.
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