---
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: '2026-07-31'
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?open_modal_url=%2Fproducts%2Fagilis-bi%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fagilis-bi%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-13+06%3A27%3A32+-0500&secure%5Bsession_id%5D=50743f70-923f-4a4a-83e9-1b5dbc2b4daf&secure%5Btoken%5D=1c9f177599a46b3b9ade0eee7982f498e231fd51bd9d2995e5a8db1c578c1f18&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
  - [Koyfin](https://www.g2.com/products/koyfin/reviews) - 4.8/5.0 (132 reviews)
  - [Asset-Map](https://www.g2.com/products/asset-map/reviews) - 4.8/5.0 (129 reviews)
  - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) - 4.4/5.0 (79 reviews)