---
title: Agilis BI Reviews
meta_title: 'Agilis BI Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Agilis BI works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# Agilis BI Reviews
**Vendor:** Agile Financial Technologies  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)
## About Agilis BI
Agilis Investment Management is a investment management software offers investment accounting, includes customer management, KYC, risk profiling, model portfolios, performance Mgt, and analytics.






- [View Agilis BI pricing details and edition comparison](https://www.g2.com/products/agilis-bi/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-07+14%3A16%3A54+-0500&secure%5Bsession_id%5D=09508bdb-e9a8-416e-94bd-381f206dbf00&secure%5Btoken%5D=51a5547d274f00b8951859523436602583678025c74f5cb58c363a53166aa787&format=llm_user)

## Agilis BI Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top Agilis BI Alternatives
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  - [Koyfin](https://www.g2.com/products/koyfin/reviews) - 4.8/5.0 (124 reviews)
  - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) - 4.4/5.0 (79 reviews)