Agilis Investment Management
The Agilis Investment Management Suite revolutionizes financial operations by automating Fund and Wealth Management processes. With a focus on enhancing client relationships, it provides tools for portfolio rebalancing, trade order management, risk compliance, and analytics, empowering users with a holistic view of their investments and efficient decision-making capabilities.
Top Agilis Investment Management Alternatives
StackScan
Use StackScan to discover the technologies powering websites, with insights across 50,000+ technology stacks and 105 million domains.
Investera Pro
Investera Pro is a multifunctional investment management platform designed to streamline fund workflows, generate insightful reports, and optimize document management across various asset classes. It empowers users to capitalize on investment opportunities with precision and speed, enhancing decision-making through reliable data and user-friendly dashboards.
ZagTrader
ZagTrader empowers financial institutions with a robust, integrated platform designed for multi-market and multi-asset trading. Featuring real-time front, middle, and back office capabilities, it streamlines operations across 200+ global exchanges. Its rich front ends, advanced research tools, and sophisticated routing networks enhance client experiences while ensuring seamless management and scalability.
Exirio
Exirio is a free wealth management app that empowers users to effortlessly track investments across various asset classes—stocks, crypto, real estate, and more—in over forty currencies. With automatic updates from connected banks and brokers, it offers historical performance metrics, secure document storage, and collaborative access, ensuring peace of mind and clarity in financial management.
SYNDi Investment Ledger
SYNDi Investment Ledger streamlines investment portfolio management by effectively administering stocks, bonds, and short-term notes while generating timely reports for real-time insights. It simplifies transaction history maintenance through a sub-ledger approach, reducing clutter in the General Ledger and supporting diverse financial instruments, multiple currencies, and custom reporting capabilities.
Dorsum Wealth Management Platform
The Dorsum Wealth Management Platform is an advanced investment management software designed for asset management firms, insurance companies, and custodian banks. It offers a unified front-to-mid office solution, integrating various functionalities with customizable user access levels. This platform enhances operational efficiency and client engagement while ensuring regulatory compliance.
Smartround
Smartround is a data platform designed to streamline interactions between startups and investors. For startups, it simplifies shareholder meetings, capital policies, and stock option management. Investors benefit from enhanced sourcing, portfolio management, performance analysis, and reporting, improving fund-related operations and fostering more effective partnerships.
Envision Investor Management Suite
The Envision Investor Management Suite stands out as the preferred choice for third-party transfer agents, enhancing productivity for investment companies with its user-friendly design. Its modular structure accommodates diverse alternative investment products while streamlining mutual fund subaccounting for broker-dealers. With real-time data integration and centralized account management, it simplifies operations and boosts back-office efficiency.
SIMON
SIMON is an advanced investment management software designed to enhance the capabilities of wealth management firms. It offers robust tools for portfolio analytics, transaction processing, and lifecycle management, while integrating educational resources and compliance tracking. This platform empowers advisors to optimize client portfolios and streamline operational efficiency effectively.
ETNA Trading Simulator
The ETNA Trading Simulator offers a zero-risk environment for traders to practice their strategies using virtual capital. Users can trade US equities, mutual funds, and options with real-time or 15-minute delayed market data. The platform features advanced analytics, historical data, and customizable tools, enabling an engaging and educational trading experience.
Sargon
Sargon Dental provides tailored dental solutions for adults, emphasizing precision in general, preventive, and cosmetic dentistry. With Dr. Lazarof’s innovative techniques, including the groundbreaking Ultratooth implant and Diamoneers veneers, patients experience immediate functionality and aesthetic enhancements. The multilingual team ensures effective communication and personalized care for diverse community needs.
WeAdvise
The etops Robo Advisor combines advanced AI technology with regulatory expertise and psychological insights, empowering financial institutions to deliver personalized and compliant wealth management services. Its intuitive platform streamlines onboarding, automates documentation for MiFID II compliance, and creates visually engaging investment proposals, all customized to fit corporate branding seamlessly.
Sapiat
Sapiat empowers investors to navigate market complexities by providing realistic simulations of potential scenarios. Its advanced technology consolidates diverse expert insights into a unified framework, enabling users to explore various market outcomes and their impacts on portfolios. With automated strategy simulations, investors can stay proactive and informed as market conditions evolve.
FINTRX Platform
The FINTRX Platform equips users to navigate the intricate landscape of Family Offices and Registered Investment Advisors. By harnessing actionable insights and robust data, clients can identify key investors, refine outreach strategies, and enhance capital-raising efforts, ultimately driving growth and efficiency in their financial initiatives.
Robo Advisor
Robo Advisor by Tradesocio transforms wealth management by utilizing advanced algorithms and data analytics to deliver personalized investment strategies. Designed for banks and financial institutions, it streamlines trading processes and enhances client engagement, positioning users at the forefront of the evolving Fintech landscape while maximizing investment opportunities.
JUMP Asset Management
The innovative Front-to-Back software by JUMP Asset Management seamlessly integrates data consolidation for Front Office operations, empowering firms like Zadig Asset Management to customize features according to their specific requirements. Recognized for its strategic value, the platform is complemented by a dedicated team that aligns with clients' unique needs.
Company Information
- Company: Agile Financial Technologies
- Country: United Arab Emirates
Top Agilis Investment Management Features
- Holistic multi-entity platform
- Automated fund management
- Wealth management capabilities
- Comprehensive financial planning
- Capital markets operations
- Bancassurance integration
- 360° investor view
- Portfolio rebalancing guidance
- Trade recommendations
- Workflow-driven trade order management
- Risk management compliance
- Customizable analytics tools
- Benchmarking model portfolios
- Security software management
- Database administration services
- Third-party software maintenance
- Service Level Agreements for efficiency
- Back office process outsourcing
- Tailored software infrastructure management
- Client relationship enhancement tools
