Agilis Investment Management
Financial Technologies
Agilis Investment Management Suite (IMS) is the winner of the Best Investment Mgt. Software Award. It offers Front-Mid-Back office functionality in both STP (Straight-Through-Processing) & as individual modules. It is Multi-Currency, Multi-Entity & Multi-Asset Class (Equity, Debt, Money Markets, Real Estate etc). It also offers complete Investment Accounting within the same system. Key features include Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Mgt, Analytics etc.
Licensing & Deployment
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Cloud Hosted
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Web-based
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iPhone/iPad
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Android
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Windows
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Mac
Support
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Phone
Knowledge Base
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Help Guides
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Infographics
Agilis Investment Management Core Features
Focus of Investment Management Feature
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Reporting
- Risk Management
Agilis Investment Management Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
Agilis Investment Management Reviews
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