Managed Solutions can boost growth and increase income and reduce costs.

A recent survey* of 750 advisors using Managed Solutions found some incredible results.  91% reported growth in total assets. 81% increased revenue and 79% lowered operating costs. Can any other single initiative affect your personal results that dramatically? Consider the benefits of a true Managed Solutions platform.

Agora’s NEW Managed Solutions Platform 

Investors deserve access to well constructed and managed investment products and personalized advice, regardless of their level of wealth. That’s why we created the Agora asset management platform and why we host multiple Managed Solutions. Managed Solutions are simple to incorporate into your practice, are designed to enhance management of investment products, and free you to deliver more personalized advice for every client segment.

Each Managed Solution has been carefully constructed by independent portfolio consultants (licenced Portfolio Managers) with award winning funds selected from Canada’s leading fund companies – providing optimum exposure to markets, sectors, and asset classes.

Enhanced workflow and improved efficiency for you.

Agora’s unique Managed Solutions – with only a $5,000 investment entry point – enables you to provide all your clients with well-constructed investments designed by independent portfolio consultants.

Managed Solutions are calibrated to align with individual investor risk tolerance – and do it simply – with a single ticket purchase, e-signature, and automatic fund facts delivery to a personal client portal. Drive new efficiencies in your day-to-day business: once your clients complete the risk questionnaire and you select a solution that aligns with their risk, Agora takes care of the rest of the transaction details and all future rebalancing.

Better investment solutions for your clients.

The Managed Solutions include ongoing monitoring by the portfolio consultant to ensure they consistently meet client objectives across all risk profiles and continue to meet KYP responsibilities.

Client statements provide full transparency as each mutual fund is held directly by the client and not “wrapped” into a single product. The statement shows each individual fund and the amount currently held in each. This is particularly beneficial to see the changes made to the Managed Solution following re-balancing.