AgileFin+

An all-in-one Platform for the Embedded Agile Family Office.

We set up a customized internal (embedded) Agile Family Office for your Management Team (Managing Directors and above), improving internal controls closely monitored by investors and regulators, creating exceptional value for key partners and employees, actively monitoring and protecting the reputation and improving the prestige of your firm. 


BENEFITS | EFFICIENCY

Address the complex needs of the senior staff

Free up valuable time of the senior staff

Gain financial clarity to make better financial decisions

Timely and accurate reports to inform decision-making

A calendar of financial responsibilities

Reduce time spent on financial administration


BENEFITS | DATA SECURITY AND
REPUTATION MANAGEMENT

Digital identity protection

Secure personal records management


BENEFITS | INTERNAL CONTROLS AND REGULATORY COMPLIANCE

Registered funds are under constant SEC scrutiny

Routing personal tasks to the embedded AFO will ensure and demonstrate that investor funds are spent on investor activities


HOW IT WORKS

Fringe benefit package for MDs and above.

We do all the heavy lifting with a simple turn-key, end to end model.

1. Assessment - understand your unique needs.

2. Recruit and pre-screen - best talent, selected by us and approved  by your key stakeholders.

3. Set up - deploy the custom technology stack to keep track of assets.

4. Secure - implement the security and maintenance protocol at your current standards or better.

Let’s Work Together

We’re always looking for new opportunities and are comfortable working internationally. Please get in touch and one of our project managers will contact you about beginning the proposal process.