Online Wealth Office
Where meaningful advice and powerful technology converge.
A truly unified digital wealth platform built exclusively for mutual fund dealers and their advisors to create deeper connections and better outcomes.
Web-based tools speed access to your daily needs and give your clients easy access to view their portfolio’s performance, access documents, and more.
Dramatically reduce the administrative overhead of dealers and advisors. Focus on what you do best and outsource the infrastructure.
Our advisor portal delivers applications that allow advisors to concentrate on client-focused activities, reducing the time spent on administrative, “back-office” tasks. Advisors can access robust software solutions to enhance their daily practice of managing wealth.
Make dealer operations easier and more efficient with Agora’s leading integrated platform. Other services include: KYC alerts, efficient rebalancing tools, module portfolio platform, and no fee and low fee nominee accounts. Practices of all sizes will benefit from Agora’s tools that streamline back-office administrative tasks like fee collection and client proposals, nominee accounts and e-onboarding.
Our client portal enables you to stay connected to your clients in an evolving digital world. See the advanced benefits of the client portal for your clients and kick start a more meaningful engagement with them today. Don’t be left behind in the dynamically changing environment. Meet clients’ needs and expectations with a 100% online business.
New tools and capabilities for independent dealers and advisors.
Finally, a technology platform built to save time and support better outcomes.
Agora is the leading cloud-based Wealth platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest more time developing business and enhancing your client relationships.
Conduct your business 100% online
A secure virtual workplace to deliver a high net worth wealth management experience to all your clients. E-onboarding, e-signature, proposal generation, client portal, advisor portal – more time for clients, less time on paperwork, administration and compliance. Provide risk analysis, product comparison, and correlation and performance analysis.
More value. No paper. No cost.
Where Meaningful Advice and Powerful Technology Converge
Focus on core competencies and outsource the infrastructure to drive growth and profitability. Open architecture for integration of other software, PM’s without a referral agreement, customized model portfolios including auto-rebalancing and no annual nominee account administration fees.
Automation to make on-boarding effortless and client-friendly
Access from anywhere, anytime, using any device, so you’re not chained to a desk
Keep 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
The Agora Advantage
Increase productivity, reduce costs, be competitive, and compliant.
Save time and money with our paperless platform by opening, closing and fully managing accounts and clients all online. Further automate other processes to reduce the time and expense spent on administrative tasks. Let our system handle fee collection, generate performance reports, and deliver client statements and tax documents.
Provide online access to client accounts 24/7. Through the client portal, which can be co-branded, clients can access statements, tax documents, and performance reports.
Be compliant by trading with our web-based tools, and using the model portfolio center, all client KYCs, risk profiles and portfolios are in alignment. You can have confidence that all paperwork is in good order. All paperwork and trade notifications are stored electronically. In Agora’s Model Portfolio Centre, Fund Facts are automatically delivered to clients, saving you time.
Model Portfolio Centre
Outsource your model management, trading, rebalancing, and account administration.
This turnkey service is designed to create immediate scale for your trading and wealth management operations, offering model implementation, administration, nominee accounts, trading, rebalancing and overlay management services. Models can be sourced from the Agora Model Portfolio Center or provided by the dealer and its advisors.
Implementing, trading, monitoring and rebalancing models is time-consuming and challenging.
Maximize time spent meeting with clients and prospects.
The Model Portfolio Centre is a customizable platform for dealers to develop model portfolios in consultation with portfolio managers of their choice. Agora’s digitized, automated, easy-to-use process to purchase model portfolios is designed to save time, reduce compliance issues, improve wealth management offerings and introduce no cost nominee accounts.
The goal is to shift assets from less efficient client name accounts to highly efficient and cost-effective nominee accounts. Use our ready-to-go Private Client Portfolios or build models. Use the Model Portfolio Centre to expand your product offering, decrease costs and improve advisors’ efficiency.
The Model Portfolio Center covers all ranges of investor types, ranging from conservative to aggressive and all account sizes from HNW to $5,000. It is the perfect small account solution. Build your own models that differentiate and expand your wealth offering.
Making it easy to do business with Agora.
Agora provides flexible and easy options to quickly get you started with us. Click the button below to see a full complement of our downloadable, fillable PDF forms.
Agora Dealer Services Corp.
re you ready to scale your business and build more wealth?
Agora Dealer Services Corp.