Agilis Wealth
Agilis Wealth helps individual
Free
Agilis Wealth is a personal wealth app that helps you track and manage your entire financial world.
*Description:*
Having difficulty understanding your financial position? The solution is Agilis Wealth.
Agilis Wealth is an easy to use app that gathers all your information in one place, giving you a clear overview of your financial position. Get connected to your finances in just minutes, and with bank level security, your data has never been safer.
What features are available with Agilis Wealth?
Live Financial Snapshot
Give yourself greater control with up-to-date access to everything you own and owe – including bank accounts, credit cards, properties, cars, loans and mortgages.
Cash Flow
Keep track of your money with the auto-categorisation of income and expenses.
Digital Document Signing
Save time and paper by signing important documents digitally, on any device.
Goals
Saving to buy property? Retire? Start a family? Achieve it with our Goals feature, which helps you budget for success.
Connect to a professional
Connect with your adviser or accountant and request services when you need them. Agilis Wealth provides your finance professional with valuable data that they can use to assist you.
Tax Time
Make tax time easy with all your financial data and documents stored securely in the cloud.
Take control of your finances and download the Agilis Wealth app today.
(Logbook function will uses location background mode, which may dramatically decrease battery life)
Ratings & Reviews
Stability: fixed several rare crashes around login, notifications, task editing, and @mentions. iOS 26: cleaned up double border on text input fields. Notifications: resolved a crash that could occur when a digital form push arrived while certain screens were open.
The developer, AGILIS ACCOUNTANTS AND ADVISORS PTY LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- AGILIS ACCOUNTANTS AND ADVISORS PTY LTD
- Size
- 111.6 MB
- Category
- Business
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 or later.
- iPhone
- Languages
English and 9 more
- English, French, German, Japanese, Portuguese, Russian, Simplified Chinese, Spanish, Traditional Chinese, Ukrainian
- Age Classification
4+
- 4+
- Copyright
- © 2026 AGILIS ACCOUNTANTS & ADVISORS PTY LTD