New tools and capabilities for independent dealers and advisors
Agora is the leading cloud-based Wealth Management Dealer Services platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest in developing clients and enhancing your investor relationships.
Agora uses automation to make on-boarding effortless and client-friendly
Freedom to Move
Access Agora from anywhere, anytime, using any device, so you’re not chained to a desk
Agora keeps your clients connected to their portfolios with powerful online tools
Immediate access to administrative efficiency, regulatory compliance, and other benefits*
No-Fee Nominee Accounts
Consolidate multiple client name accounts into a single nominee account
No Transfer Out Fees
Agora lets you introduce clients without friction by eliminating transfer out fees
Secure & Confidential
You and your clients can access the Agora online platform safely with confidence
Let Agora handle complex form filings, signings, and tax documents automatically
* subject to regulatory approval
Intermediary Services Re-Imagined
As a Carrying Dealer, Agora is able to dramatically reduce the administrative overhead associated with operating as a Financial Advisor. This wealth of new capabilities positions independent Advisors and Dealers to compete and thrive amongst large financial institutions and robo-advisors, empowering them to deliver valued advice and solutions to Canadian investors.
Harness the Power of the Web
Our web-based tools speed access to your daily needs and give your clients easy access to view their portfolio’s performance, access forms, and more..
GET TO KNOW AGORA
Are you ready to scale your business? Contact us today!
Reach Out to Us…
Agora is Headquartered in Toronto, Ontario, Canada.
10 King Street East,
Toronto, ON M5C 1C3
Agora Dealer Services was created with mission to be an innovative carrying dealer who delivers more than traditional services. Our new leading-edge fund management and work-flow platform sets a new standard for the independent advice channel, supporting Advisors and Dealers and providing seamless coordination of the latest investment solutions including low cost and zero cost nominee and fee-for-service account options supported by powerful technology and experienced, responsive customer support.