Own the Future – your way
Agora has crafted a suite of competitive advantages tailored to stimulate your business growth.
- Dive into a world of efficiency with our cost-effective accounts, strategically designed to reclaim your time through streamlined consolidation of client holdings.
- Explore a diverse array of Managed Solutions curated by independent portfolio consultants using some of the best-rated funds in Canada.
- Put the power of a fully digitized onboarding process to work — all seamlessly accessible through a cutting-edge advisor/client portal.
Welcome to Agora, where innovation meets simplicity, empowering your practice to thrive.
The Agora Advantage
We believe it’s essential that the technology used by financial advisors is in sync with how you do business. We understand and have responded with an entirely new platform.
Modernize your client’s experience
- End-to-end digital onboarding
- Client portal, secure document vault, chat-style functionality
- Consolidate digital statements
Improve productivity
- Integrated risk profile questionnaire
- Intuititve advisor portal
Streamline administration
- Account opened in minutes
- Guided digital process minimizes NIGO
- 3-click transfer-in
Integrated investment management
- Managed Solutions curated by independent portfolio consultants
- Opportunity to build custom Managed Solutions
- Auto-rebalancing
Four pivotal game changers
Consolidated client accounts:
Efficiently manage client assets through a single intermediary fee-based account. Say goodbye to working with multiple fund companies and enjoy the convenience of consolidated client servicing, reporting and investment management capabilities all in one place. This does more than create a consolidated view of the client, it also saves you time. Switching to fee-based compensation can generate 15-40% more income.
Turnkey Asset Management Platform (TAMP):
Discover why all major RIAs (Registered Independent Advisors) in the U.S. are using TAMPs to power up their practice. This new platform provides access to diversified Managed Solutions created by independent PM’s using some of the best-in-class mutual funds in Canada and tailored to your clients’ goals and risk profile. Each solution includes regular re-balancing to maintain alignment with the selected risk tolerance. Leverage Managed Solutions and free yourself from the tedious task of continual monitoring and processing of multiple rebalancing transactions.
Cutting-edge technology:
Agora’s innovative advisor portal offers seamless digital onboarding, assembling document packages for e-signatures within the portal. With Managed Solutions, benefit from a one-ticket purchase of multiple funds with automated pre-trade delivery of fund facts. Through an intuitive interface, the portal provides clients a singular, secure, and consolidated view of all holdings, coupled with chat-style functionality for streamlined communication.
Welcome to a world where technology meets precision, enhancing every facet of your advisor journey.
Comprehensive compliance support:
Effortlessly navigate regulatory demands with our compliance support. Integrated KYC documentation and client risk assessments are seamlessly woven into the fabric of the system. Stay aligned with Know Your Product (KYP) obligations for Managed Solutions through a comprehensive quarterly reporting package, ensuring you stay informed and compliant without missing a beat.
If this resonates with you — let’s talk:
MARK PROBYN – Region Head, Ontario and Western Canada, (204) 290-6656 (mprobyn@agoracorp.ca)
XAVIER MERCIER – Region Head, Québec and Atlantic Canada, (613) 933-0758 (xmercier@agoracorp.ca)