Empowered Wealth Management
Your Business
Your Way
Agora is a Canadian company offering a unique wealth platform that integrates modern technology, business and investment operations, and custody services.
We strive to increase the independent channel’s ability to compete and lead the future, not simply react to it.
Agora empowers dealers to enhance advisor capabilities through leading-edge tools and integrated product solutions. We work in partnership with dealers, providing them with powerful solutions that improve operational efficiency, scalability and opportunities to maximize revenue.
Agora — Where innovation meets simplicity.
About our platform
Connecting the ecosystem and infrastructure to support meaningful advice.
Digital onboarding. Advisor and client portals.
Onboarding and trading linked to back office. Your KYC in automated intelligent document bundles. Client portal with secure advisor access.
Integrated asset management platform.
Low minimum account size. Integrated regulatory questionnaire. Auto rebalancing. KYP reporting, analytics and peer comparisons.
Integrated digital trade execution, settlement, hosting, fee management and reporting.
Low-cost account hosting and custody, fully digitized and integrated with advisor workflow, your required documents, individual client portal and document vault.
- Highly flexible open API platform.
- Configurable to your workflow and chosen software tools.
- End-to-end digitized workflow that lowers costs and makes accounts affordable and easy to manage, yet personalized.
- A platform and IP designed to improve your competitiveness.