Agilis Wealth

Features Agilis Wealth

Agilis Wealth is a wealth app helps you track and manage your financial world.Having difficulty understanding your financial position?
The solution is Agilis Wealth.Agilis Wealth is an easy to use app that gathers all your information in one place, giving you a clear overview of your wealth.
Once you download the app, you can be connected to your finances in just minutes.And with bank level security, your data has never been safer.What features are available with Agilis Wealth?Data CollectionGive yourself greater control with up-to-date access to all your financial information, including all your assets and liabilities – bank accountants, credit cards, properties, cars, loans and mortgages.
Cash FlowKeep track of your cash flow with the autocategorisation of spending and expensesDigital Document SigningSave time and paper by signing those important documents digitally on any device.
Goals Have a financial goal?
Achieve it with our Goals feature, which helps you budget to reach it.
Connect to a professional Connect with your adviser or accountant and request services without having to physically visit them.
Agilis Wealth can also provide your financial professional with valuable data that they can use to assist you.
Tax TimeMake tax time easy with all your financial data and documents stored securely in the cloud.So, take control of your finances and download the Agilis Wealth app today.