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Average Ratings 0 Ratings

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ease
features
design
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

Our knowledgeable team will take the time to comprehend your challenges and direct you toward the right solution. Should an existing solution be unavailable, we will create a tailored option just for you. If you prefer not to interact with the PortfolioNetTM interface personally, we can take charge of generating the necessary personalized reports on your behalf. You will receive the insights you seek, delivered at your preferred intervals. Moreover, recognizing that asset management is always evolving, our team is available to modify the reports or perform focused analyses as needed. This flexibility ensures you remain well-informed and can adapt to changing circumstances effectively.

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

Galeo

Country

Switzerland

Website

www.galeo.ch/

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

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

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Alternatives

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