Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
+
+

Related Products

  • DXcharts
    28 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • IUX
    927 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website

About

The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models.

About

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Our proprietary 4-step process aligns recommendations with investors’ risk profiles. Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics is based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds, and account tax status. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate life, critical illness, and disability insurance assessment with guided workflows.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an Investment Management platform

Audience

Organizations in need of an all-in-one platform that increases financial advisor productivity

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agile Financial Technologies
United Arab Emirates
www.agile-ft.com

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Alternatives

Alternatives

SIMON

SIMON

SIMON Markets
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Investment Management Features

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

Integrations

No info available.

Integrations

No info available.
Claim Agilis Investment Management and update features and information
Claim Agilis Investment Management and update features and information
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information