Name: Agilis Investment Management
Price: 10000 USD
Rating: 10 (1 reviews)
Author: Agile Financial Technologies

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Software Configuration Management

WebOps

Development

Higher Education

Education

Business Intelligence (BI)

Collaboration

File Sharing

Streaming Analytics

Visual Collaboration

VoIP

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

High Availability Cluster

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

IoT Security

MLOps

Network Performance Monitoring

Network Virtualization

Non-Relational Databases

Process Mining

Session Border Controllers

Threat Hunting

Web Access Management

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Demand Generation

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Personalization Engines

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Insurance Underwriting and Rating

Library Management

Medical Billing

Military and Defense

Moving Software

OSS/BSS (Operations Support/Business Support)

Vertical-Specific

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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.


Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

ECOS

Agilis Investment Management

Investment Portfolio Management

Agile Financial Technologies

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Investment Portfolio Management Software

Agilis Investment Management

Overview

What is Agilis Investment Management?