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What is Agilis Investment Management?

Agilis Wealth Management is fundamentally focused on enabling you to adeptly oversee your clients’ financial assets while simultaneously encouraging growth for both your clients and your own practice. Understanding the necessity of developing strong relationships with clients, Agilis WM presents a unique platform that delivers a holistic 360° view of your investors, allowing for precise management. Our offerings include Portfolio Rebalancing that helps guide you back on track with tactical Trade Recommendations. With our Trade Order Management system, you can benefit from a streamlined process that enhances productivity and helps you adapt to the constantly shifting market conditions. Moreover, our Risk Management tools are designed to uphold compliance with regulatory and internal standards. We also provide vital Analytics for sound technical assessments, and our Model Portfolio feature allows you to either benchmark against indices or customize it to fit your unique models, ultimately improving your investment strategies and client satisfaction. By utilizing these powerful resources, you can elevate the level of service you provide to your clients, ensuring that their needs are met with excellence. This comprehensive approach not only benefits your clients but also positions you for long-term success in the industry.

What is Advyzon?

Advyzon presents a comprehensive cloud-based solution designed specifically for wealth management and advisory firms, seamlessly integrating portfolio management, performance analytics, customer relationship management, billing, document storage, client access portals, and business intelligence dashboards into a unified platform. This innovative system supports effortless integration with major custodians and daily data feeds, includes a customizable CRM that connects email and calendar functionalities while automating various workflows, and permits the generation of sophisticated reports tailored with branding that can be distributed on a set schedule. Additionally, it features secure client portals and mobile applications, enhancing collaboration between clients and their advisors through efficient document sharing. Beyond these capabilities, Advyzon also includes a rebalancing engine called "Quantum" for effective trading and modeling, offers integrated billing management for diverse fee structures, and is designed modularly to allow firms to gradually access more features while maintaining a cohesive database. This flexibility empowers firms to adapt their services in alignment with evolving client demands and industry developments, ensuring they remain competitive and responsive. The platform's ability to grow and evolve is a significant advantage in the ever-changing financial landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Agile Financial Technologies

Company Location

United Arab Emirates

Company Website

www.agile-ft.com

Company Facts

Organization Name

Advyzon

Company Location

United States

Company Website

www.advyzon.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Technical Analysis

Not specified

Wealth Management

Not specified

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

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