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Description
Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.
Description
Alphavic's premier offering is a sophisticated product that synthesizes a vast array of intricate indicators and models into an elegantly simple charting solution.
* 5-minute, 30-minute, and Multi-Time Frame Charts
* Real-Time Non-Repainting Buy & Sell Signals
* Continuation Buy & Sell Indicators
* Directional Highs & Lows
* Alpha Median Line
* Powered by Machine Learning & AI
Technical Analysis
Our platform features a comprehensive technical analysis section that provides an in-depth market outlook for both the current day and the upcoming week, aiding you in strategizing your trading efforts. Additionally, it includes a machine learning-generated forecast line to enhance decision-making.
* Detailed Written Technical Analysis
* Projected Price Line
* Driven by Machine Learning & AI
Economic Calendar
Stay informed about significant upcoming news events with our Economic Calendar, which covers all major high-impact US macroeconomic announcements.
* Insights on All High-Impacting US Macro News Events
* Forecast, Previous, and Actual Figures
With this wealth of information at your fingertips, you will be better equipped to navigate the complexities of the trading landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$49.98
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agile Financial Technologies
Country
United Arab Emirates
Website
www.agile-ft.com
Vendor Details
Company Name
Alphavic
Founded
2009
Website
alphavic.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management