Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
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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.

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.

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

Companies looking for a solution to leverage data, technology and analytics to power their B2B operations

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:

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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

MeritB2B
Founded: 2000
United States
www.meritb2b.com

Alternatives

Alternatives

VestmarkONE

VestmarkONE

Vestmark
Clearbit

Clearbit

HubSpot

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
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Claim MeritB2B and update features and information