Your financial world…in your pocket
Having difficulty understanding your financial position?
The solution, is Agilis Wealth…
Agilis Wealth is our personal wealth app that helps you track and manage your entire financial world.
Available for download from the App Store, it is accessible to Agilis clients and is designed to help them take control of their finances.
Agilis Wealth is an easy to use app that gathers all your information in one place, giving you a clear overview of your financial position.
Get connected to your finances in just minutes, and with bank level security, your data has never been safer.
Click the button to create your account.
What Features Are Available With Agilis Wealth?
Live Financial Snapshot
Give yourself greater control with up-to-date access to everything you own and owe – including bank accounts, credit cards, properties, cars, loans and mortgages.
Keep track of your money with the auto-categorization of income and expenses.
Digital Document Signing
Save time and paper by signing important documents digitally, on any device.
Saving to buy a property? Retire? Start a family? Achieve it with our Goals feature, which helps you budget for success.
Connect With A Professional
Connect with your adviser or accountant and request services when you need them. Agilis Wealth provides your finance professional with valuable data that they can use to assist you.
Make tax time easy with all your financial data and documents stored securely in the cloud.