Agilis Investment ManagementAgile Financial Technologies
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Related Products
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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.
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About
We are bigger than big data. Our clients rely on us for new customer acquisition, ABM and demand generation, data management and customer data platforms with a singular focus in B2B. When it comes to business marketing solutions, we PowerB2B. Depending on what philosophy drives your B2B marketing plans, you might be limiting yourself without realizing it. Depending on what philosophy drives your B2B marketing plans, you might be limiting yourself without realizing it. The complexities of acquiring and integrating multiple brands while maintaining marketing execution and reporting is a big undertaking. Check full of content, our monthly newsletter will keep you up to date on what happening at MeritDirect and all things data. MeritB2B is acutely focused on growth and developing long-standing relationships with our clients. B2B data specialists, marketing strategists, business analysts, data scientists, developers, technology experts and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for an Investment Management platform
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Audience
Companies looking for a solution to leverage data, technology and analytics to power their B2B operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgile Financial Technologies
United Arab Emirates
www.agile-ft.com
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Company InformationMeritB2B
Founded: 2000
United States
www.meritb2b.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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