Скачать или смотреть Presentation | Data Agg & Investment Integration for Business Managers | InvestLink

Learn how business managers can expand services and provide better reporting by automating the process of collecting investment data and integrating that investment data into their general ledger for consolidated investment aware financial reporting.

This presentation is for general information and education only.

AgilLink (formerly known as Datafaction) services the needs of family offices, business managers and sport management firms that offer pay bill and client accounting. We enable firms to scale their bill pay and client accounting operations while adding more control.

Our secure bill payment and specialized cloud accounting solution and incorporates document management, approval workflow, embedded banking and multi-entity financial accounting.

For more information see AgilLink.com or email us at [email protected].

AgilLink does not warrant that the presentation or the information contained herein is accurate or complete. Opinions expressed and estimates or projections given are as of the date of the presentation and AgilLink has no obligation to update or provide notice of inaccuracy or change.

InvestLink is a service mark of Aspire Financial Services, LLC which is not affiliated with Datafaction.
AgilLink is an RBC company and affiliate of City National Bank. City National Bank Member FDIC.

City National Bank is a subsidiary of Royal Bank of Canada. Deposit products and services are provided by City National Bank.

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