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Agilis Investment Management

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Deployment

WindowsMacAndroidiPhone/iPadWeb-based

Best for

SmallMedium

Overview

About Agilis Investment Management

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.

At a glance

Software information

Industries served, licensing and the support Agilis Investment Management provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email

Training

  • Help Guides
  • Infographics

Knowledge Base

  • Help Guides
  • Infographics
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Capabilities

Agilis Investment Management features

The full feature set, grouped by module.

Investment Management Software

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

Plans

Agilis Investment Management pricing

Free Version
No
Payment Frequency
Quote Based
Vendor pricing page

Media

Screenshots & video

Agilis Investment Management screenshot

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