Why did we build The Agora?
Because it was time someone did the hard work of figuring out how to help you refocus your time and capabilities on providing personalized advice and selling, which is where your real value is demonstrated and why you became an advisor in the first place.
By building The Agora we didn’t just solve for one thing, we solved for many things.
What you can do you couldn’t do before.
Elevate client engagement
- Deliver advice powered by you with robo-advisor support
- Have more time for financial planning
- Be always on for your clients with secure Client Portal
Improve productivity
- Digital onboarding, e-signature
- Investor profile questionnaire and segmentation tools
- High functioning Advisor Portal
- Curated app marketplace
Optimize asset servicing
- Digital processing
- Custody, clearing and settlement
- Retirement payouts and management
Streamline investment management
- Model Portfolios, monitoring, automatic rebalancing
- Seamless digital order facilitation
- Asset selection and allocation
- Help meet your KYP and KYC obligations
A truly unified platform to improve your day.
Advisor Portal
The screen you’ll always have on.
Dealer Portal
Streamline your operations and reduce administrative time.
Client Portal
Your clients have direct access to you.
Agora Aha!
A practice management program that delivers those aha! moments that change everything.
Model Portfolio Centre
Buy portfolios that have professional oversight or build your own portfolio.
Carrying Dealer
We’re a different kind of carrying dealer. No-fee, low-fee and fee-based account options. No Transfer-out fees.
We are proud to announce that
Agora’s digital platform
has won this year’s
5-Star Wealth Tech Provider
Making it easy.
Agora Dealer Services Corp.
re you ready to scale your business and build more wealth?
Agora Dealer Services Corp.
