Agilis Investment Management vs VESTIO

Best For

Who Uses This Software?

Agilis serves Banks, Financial Services & Insurance Organizations in the below fields: -Investment Mgt -Asset Management -Wealth/Portfolio Mgt -Funds -Unit Trusts -Insurance -Pension Fund

Investment companies, funds, family offices, private banking, wealth and portfolio managers, financial advisors

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$10,000.00/year

Not provided by vendor

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

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Capterra screenshot placeholder

Ratings

Overall

(0)
5 / 5
(1)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of VESTIO vs Agilis Investment Management


Agilis Investment Management vs VESTIO

Agilis Investment Management

by Agile Financial Technologies

VESTIO

by Integrated Digital Systems

Best For

Who Uses This Software?

Agilis serves Banks, Financial Services & Insurance Organizations in the below fields: -Investment Mgt -Asset Management -Wealth/Portfolio Mgt -Funds -Unit Trusts -Insurance -Pension Fund

Investment companies, funds, family offices, private banking, wealth and portfolio managers, financial advisors

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$10,000.00/year

Not provided by vendor

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Ratings

Overall

(0)
5 / 5
(1)

Ease of Use


5 / 5

Customer Service


5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation

Share Your Comparison of VESTIO vs Agilis Investment Management