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Investment Management Software
Agilis Investment Management reviews and summary
Agilis Investment Management Suite (IMS) by Agile Financial Technologies is an award-winning, comprehensive platform offering full Front-, Middle-, and Back-office functionality. It supports Straight-Through-Processing (STP) as well as deployment via individual modules. The system is multi-currency, multi-entity, and multi-asset class, handling equities, debt, money markets, real estate, and more. A key strength is its integrated investment accounting. Feature-rich, it includes Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Management, and Analytics, providing a complete ecosystem for investment management professionals. This suite is ideal for asset management firms, investment banks, wealth managers, and financial instituti...
Best for
This suite is ideal for asset management firms, investment banks, wealth managers, and financial institutions that require a scalable, multi-faceted system capable of handling diverse asset classes and complex, global operations with integrated accounting.
Starting price
$10,000.00 Per-Year
Category
Investment Management Software
Vendor
Agile Financial Technologies
Key takeaways
Our verdict
Our verdict is that Agilis IMS is an exceptionally comprehensive and flexible platform, rightly recognized for its depth of features and integrated accounting, making it a top-tier choice for sophisticated investment managers operating in a global, multi-asset environment.
Quick facts
Agilis Investment Management at a glance
Starting price
$10,000.00 Per-Year
Vendor
Agile Financial Technologies
Location
United Arab Emirates
Category
Investment Management Software
Ratings
Agilis Investment Management ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
Agilis Investment Management pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses Agilis Investment Management?
This suite is ideal for asset management firms, investment banks, wealth managers, and financial institutions that require a scalable, multi-faceted system capable of handling diverse asset classes and complex, global operations with integrated accounting.
Feature research
Agilis Investment Management features
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Industry Benchmarking
Evaluate internal business metrics against industry standards and competitors.
Bonds & Stocks Tracking
Acquire and monitor both bonds and stocks within an investment portfolio.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Futures Trading
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Investor & Trader Suite
Tailored features for retail investors and high-frequency day traders.
Asset Fund Administration
Administers the allocation and performance of assets held within various dedicated funds.
Predictive Modeling
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Pricing
Agilis Investment Management pricing
Starting price
$10,000.00 Per-Year
Visit Website
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Agilis Investment Management alternatives
Compare Agilis Investment Management with other Investment Management Software tools that buyers often evaluate.
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Software reviews
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FAQ
Agilis Investment Management FAQs
Agilis Investment Management Suite (IMS) by Agile Financial Technologies is an award-winning, comprehensive platform offering full Front-, Middle-, and Back-office functionality. It supports Straight-Through-Processing (STP) as well as deployment via individual modules. The system is multi-currency, multi-entity, and multi-asset class, handling equities, debt, money markets, real estate, and more. A key strength is its integrated investment accounting. Feature-rich, it includes Customer Management, KYC, Risk Profiling, Model Portfolios, Performance Management, and Analytics, providing a complete ecosystem for investment management professionals.
This suite is ideal for asset management firms, investment banks, wealth managers, and financial institutions that require a scalable, multi-faceted system capable of handling diverse asset classes and complex, global operations with integrated accounting.
Agilis Investment Management pricing is listed from $10,000.00 Per-Year. Pricing can change. Confirm current plans and terms with the vendor.
Agilis Investment Management is listed in Investment Management Software.
Agilis Investment Management is listed with Agile Financial Technologies as the vendor.
Buyers often compare Agilis Investment Management with other Investment Management Software tools such as Foundersuite, StockMarketEye, AppFolio Investment Management, Social Security Timing. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for Agilis Investment Management.
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