Empowered Wealth Management. Your Business Your Way

Partner with a leading and innovative wealth management organization committed to independent financial Dealers and Advisors.

Streamline Administration ▪ Improve Productivity
Unlock Growth

Agora was built by seasoned industry professionals to address your challenges and empower your business. We understand your day and can help you create efficiencies, deliver greater value and ultimately grow your business.

A one-of-a-kind accelerator for independent Dealers and client-focused Advisors

We empower Dealers to press fast-forward on their firm’s growth by outsourcing tedious back-office functions and gaining new asset management capabilities so they can focus on what’s most important.

Agora’s AdvisorTech gives Advisors a completely digital client on-boarding solution, access to low-fee and no-fee accounts that can be opened in just a few minutes, customizable asset allocation options that auto- rebalance, and optimal investment solutions for all client segments.

Integrated Dealer, Advisor and Client Portals

Intermediary Services: +

Augment your back-office with our ultra-low, or no–cost nominee accounts.

Accounts are only $1 /mo. or no fee at all and there are no transfer out fees. Consolidate multiple client accounts to a single account. Clients can view all their holdings in one statement and one account. Our Prime+ accounts replicate the cost of client name (no cost and no transfer fee) yet provide all the convenience, professionalism, and benefits of a single account.

OR

Carrying Dealer Services +

Reduce administrative costs and fully outsource your back-office to Agora.

Outsource your back office to Agora and reduce your costs and headaches. Move your firm to the cutting edge easily and quickly and show value to your advisors and their clients. If you are stuck in the world of manual processes and wasting valuable time, you’re also hurting the advisor experience and their clients experience. Create the full picture of client’s investments in one account and digitized your advisor and client experience.

Turnkey Asset Management Program (TAMP) +

Access numerous models with professional oversight or build your own. Efficient one-click purchase of multiple funds, auto rebalancing and more.

Access fully independent investment solutions of the best mutual fund companies to fit every client. Do the planning and value add work for your clients and access high quality portfolio managers and independent portfolio consultants, to deliver high quality asset allocation models to your clients that auto rebalance. Saving you time and keeping you in line with KYP and KYP requirements.

Advisor Marketing &
Practice Management

Exclusive programs that will help you maximize the growth of your business.

Eliminate the need for multiple service providers

The platform has it all—from model management and paperless onboarding, to performance reporting and billing—all seamlessly integrated into our trading and custody services solutions. No-fee, low-fee and fee-based account options. No Transfer-out fees.

Making it easy.

Agora provides flexibility to meet your needs, whether it’s digital or paper-based account opening and transactions. View and download our fillable PDF forms.

Forms

Agora Dealer Services Corp.