Agilis Investment Management

The Agilis Investment Management Suite, developed by Agile Financial Technologies, is a platform designed to automate Fund Management, Wealth Management, Financial Planning, Capital Markets, and BancAssurance operations. This solution is suitable for investment managers, wealth managers, financial planners, capital market professionals, and insurance companies. According to the vendor, the Agilis Investment Management Suite provides users with tools and features to efficiently manage investment portfolios, streamline fund management processes, serve high-net-worth clients, facilitate comprehensive financial planning, and support end-to-end capital market operations.

Key Features

Comprehensive Investment Management: The suite offers a centralized solution for various financial activities, including Fund Management, Wealth Management, Financial Planning, Capital Markets, and BancAssurance operations.

Efficient Portfolio Management: Users can utilize tools for portfolio analysis, asset allocation, risk management, and performance measurement to efficiently manage and monitor investment portfolios.

Streamlined Fund Management: The suite streamlines the entire fund management process, from fund creation to redemption, by providing features for fund accounting, NAV calculation, investor servicing, portfolio rebalancing, order management, and trade execution.

Effective Wealth Management: Wealth managers can effectively manage the investments and financial goals of high-net-worth clients using the suite. It offers features for client onboarding, risk profiling, goal-based planning, portfolio construction, asset allocation, and investment monitoring.

Comprehensive Financial Planning: The suite facilitates comprehensive financial planning for individuals and families by providing tools for budgeting, goal setting, cash flow management, retirement planning, education planning, and estate planning. Financial planners can create personalized financial plans and scenarios.

End-to-End Capital Market Support: The suite supports end-to-end capital market operations, including trading, settlement, and risk management. It offers features for order management, trade execution, position monitoring, market data analysis, price discovery, and market surveillance.

Integrated BancAssurance Operations: The suite integrates insurance and banking operations, allowing banks to offer insurance products through their channels. It includes features for insurance product configuration, policy issuance, premium collection, cross-selling insurance products, and seamless integration with core banking systems.

Flexible Investment Options: The suite supports various investment types such as equities, fixed income, derivatives, and alternative investments. Investment managers can diversify portfolios and cater to different investment strategies.

Customized Reporting: Users can generate customized reports and statements for clients using the suite. It enables investment managers, wealth managers, and financial planners to provide detailed and tailored information to their clients.