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.