Take Back Control
- End-to-end digital onboarding
- Client portal, secure document vault, chat-style functionality
- Consolidated digital statements
- Account opened in minutes
- Guided digital process minimizes NIGO
- 3-click transfer-in
- Integrated risk profile questionnaire and segmentation tools
- Intuitive Advisor Portal
- Practice management consulting
- Customizable asset allocation models: curated by independent portfolio consultants, or designed by you
- Oversight by independent portfolio consultants
State of the Art Digital Process
01. Client assessment
02. Client on-boarding
03. Activate 3-click
We take it from
Low-fee Prime and No-fee Prime+
Moving from client name to either account solution is simply more efficient for you, your administrative team, and your clients. Stop dealing with multiple client accounts at a variety of fund companies to process trades or custom build consolidated statements. A single account does all of this for you.
We believe in the power of managing client investments in a single account – and at a cheaper price. The annual fee for our base level Prime account is only $12.00 vs $125-$150 that many competitors offer. Move up to the additional benefits offered by Prime+ and the annual fee goes all the way down to $0 with no transfer out fee.
Prime+ Turnkey Asset Management Platform (TAMP)
Agora Prime+ accounts provide access to our integrated digital risk profile tool and broad range of customizable asset-allocation models.
- Series of models curated by independent portfolio managers provide:
- Exclusive market insights and reporting
- Variable, unbundled advisory fee
- Portfolio oversight and auto-rebalancing
- Fully transparent client statements displaying holdings by fund
- No transfer out fees
- Opportunity to design your own*
* Some restrictions apply
Maximize Profitability of Mass-Affluent Clients
By moving these clients to Prime+, Advisors have access to our first-of-its-kind Turnkey Asset Management Platform (TAMP) offering an investment portfolio aligned with the client’s risk profile and selected from professionally managed asset allocation models.
Independent professional portfolio consultants carry the load from investment selection to ongoing monitoring and rebalancing as required.
Ontario Securities Commission