---
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?section=pricing&secure%5Bexpires_at%5D=2026-08-09+09%3A09%3A42+-0500&secure%5Bsession_id%5D=2b1d36f0-c78d-454d-ae6e-38483a0df7cb&secure%5Btoken%5D=5cc3c6f7e88e16a16fa8455b779bdb0d1a298c5619d2e99aa37897c93af55e79&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)