Agile 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.
Agilis Investment Management
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Reporting
  • Risk Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Phone
Knowledge Base
  • Help Guides
  • Infographics
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