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features
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support

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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

We transcend the concept of big data. Our clients depend on us for acquiring new customers, account-based marketing, demand generation, data management, and customer data platforms, all while maintaining a concentrated effort on B2B. In the realm of business marketing solutions, we are the driving force behind PowerB2B. If the guiding philosophy of your B2B marketing strategy is not carefully considered, you may inadvertently restrict your potential. The challenge of acquiring and merging multiple brands, while ensuring effective marketing execution and accurate reporting, is a substantial task that requires careful navigation. Stay informed with our monthly newsletter, packed with insights to keep you updated on the latest happenings at MeritDirect and the evolving data landscape. MeritB2B is deeply committed to fostering growth and building enduring partnerships with our clients. Our team comprises B2B data specialists, marketing strategists, business analysts, data scientists, developers, technology experts, and many other professionals dedicated to your success. With such a diverse range of expertise, we ensure that all aspects of your marketing needs are addressed comprehensively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MeritB2B

Founded

2000

Country

United States

Website

www.meritb2b.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

Product Features

B2B Data

B2B Contact Data
B2B Intent Data
B2B Leads Data
B2B Marketing Data
Business Ownership Data
Company Data
Employee Data
Firmographic Data
Job Posting Data
Salary Data
Technographic Data

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