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AgilLink by Datafaction Introduction

 

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EVENTS CALENDAR

Wednesday, May 8th, 2019 8:30am - 10am PT

PERSONAL and CYBER SECURITY: From Protecting Presidents to Private Families

The Ritz-Carlton, 600 Stockton at California, San Francisco, CA 94108

For more information, click here

Thursday, May 9, 2019 8:30am - 10am PT

PERSONAL and CYBER SECURITY: From Protecting Presidents to Private Families

The Beverly Hilton, 9876 Wilshire Blvd, Beverly Hills, CA 90210

For more information, click here

Thursday, May 9, 2019 12:30pm - 2:30pm PT

PERSONAL and CYBER SECURITY: From Protecting Presidents to Private Families

Pacific Club, 4110 MacArthur Blvd, Newport Beach, CA 92660

For more information, click here

Thursday, May 9th, 2019 1pm - 5pm PT

ADVISOR OF THE FUTURE: Adapting in the New Age of Family Wealth

The City Club of San Francisco, 155 Sansome St 10th floor, San Francisco, CA 94104

For more information, visit the Family Wealth Alliance Events page

Tuesday May 14, 2019 8:30am - 10am ET

PERSONAL and CYBER SECURITY: From Protecting Presidents to Private Families

Four Seasons Hotel Washington, DC, 2800 Pennsylvania Ave NW, Washington, DC 20007

For more information, click here

MEDIA AND ANNOUNCEMENTS

HELPFUL RESOURCES


Frequently Asked Questions


What are the associated costs to upgrade to AgilLink from existing Datafaction software?

All upgrade pricing is customized; contact your account manager for details.


What are the hardware requirements for AgilLink?

AgilLink is a SaaS solution and is not affected by hardware.


What security is in place for AgilLink? 

The application is protected with a user ID, password and additional security questions. Access to functions within the application is protected by means of roles to which users are subscribed. The data is housed behind two firewalls. Physical security is ensured by placement of the servers within a 24/7 guarded, high-security data center. 


What is the solution if the cloud-based system is down at any point?  

We have a backup environment that is available if the primary system is unavailable. The backup environment will run until service to the cloud is restored. 


Is there a built-in conversion feature for AgilLink? If not, what are the steps needed?

There will be a process to create the static data from the legacy system. We will migrate permanent documents from imaging and grant access to the transactional images either on our hosted site or on the client’s server if they wish to keep it running. 


Can you customize the program at all?

Clients cannot directly customize the application; we are unable to write code specific to one firm's requirements.

However, through various application settings and options, clients can change the behavior of the application in selected places. The exact list of options is not yet available, but may be in the near future.

 

Typical options are: 

·       General ledger account numbers can be sorted alphabetically

·       An invoice can be paid with a check that is dated prior to the invoice date

·       Existing journals can be adjusted or updated when recoding an invoice

·       Accounts payable transactions can be viewed in accrual or cash mode

 

There is a lot of flexibility in how a firm chooses to use AgilLink in areas such as:

·       Report layouts and output

·       Workflow

·       User access and security roles