Partner Types

Technology

Tiers
Preferred Plus

AgilLink

When combined with Addepar, AgilLink gives family offices and business managers the comprehensive bill payment, accounting and reporting solution they need to efficiently manage their clients' cash flow and reporting needs.

AgilLink's integration with Addepar provides a comprehensive technology stack that enables family offices and business managers to simplify their operations and provide more business controls. AgilLink features secure bill payment, specialized financial accounting and approval workflow. By using Addepar’s data aggregation and investment accounting and analytics firms can provide comprehensive reporting that unify investments with cash flow and financial data creating a complete net worth view of your clients.