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Agilis Investment Management

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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.
Agile Financial Technologies

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac

SUPPORT

  • Phone

Knowledge Base

  • Help Guides
  • Infographics

Agilis Investment Management Core Features

Investment Management

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Reporting
  • Risk Management

Agilis Investment Management Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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