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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

Enhanced reporting, invoicing, trading, rebalancing, client interaction, business intelligence, and financial data management tailored for wealth managers. Blueleaf integrates reporting, communication, and automation solutions to construct a system that stands out for its power and ease of use in the marketplace. Obtain straightforward, customizable insights that captivate, focusing on both the assets under your management and the operational aspects of your business. Strengthen connections with clients and potential clients while conveying essential information in an easily digestible manner. Save valuable time and improve efficiency through automated processes for delivery, billing, and account upkeep, allowing you to regain control over your workflow. Additionally, the platform's user-friendly interface ensures that managing complex financial data becomes less daunting and more intuitive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Everysk No 
MoneyGuide No 
Nitrogen No 
RightCapital No 
Riskalyze No 

Integrations

Everysk Yes 
MoneyGuide Yes 
Nitrogen Yes 
RightCapital Yes 
Riskalyze Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$195.00/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agile Financial Technologies

Country

United Arab Emirates

Website

www.agile-ft.com

Vendor Details

Company Name

Blueleaf

Website

www.blueleaf.com

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

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