+1.855.462.4672 info@agoracorp.ca

Dealers

Choose the Right Nominee Platform

Simplify your life with the right technology, nominee accounts and services.

Outsource the infrastructure to drive growth and profitability with open architecture for other software integration. Our comprehensive platform has it all—from model portfolio management and paperless onboarding, to performance reporting and fee collection—all seamlessly integrated with our trading and nominee services solutions.

Agora’s platform provides end-to-end workflow supporting independent advice. From e-onboarding to transaction and nominee account services, client reporting functionality, turnkey asset management and continuous and ongoing technology support to dealers.

Empower Your People and Your Business

Leverage our flexible and efficient platform to cut operating costs.

Compete with large dealers at a fraction of the cost. Focus your efforts on your unique culture. Leave these non-defining services to us. Don’t spend your money to build what we can provide. Flexible, open architecture offers custom branded solutions for dealers with complete control over features, functionality and future requirements help.

More than just Nominee Accounts

Do you build or outsource? Before Agora’s platform was available this was an interesting and difficult question. We have put it to rest.

Why build nominee back-end services when Agora has account options to provide them at low-cost and no-cost? We’ve also eliminated transfer-out fees. Offer your advisors low-cost and zero-fee nominee and fee-for-service account options. On trend with transparency rules, fees are unbundled and redistributed to pay for client account costs, technology costs and portfolio manager costs.

Our Model Portfolio Centre is designed to create immediate scale for your trading and wealth management operations.

Agora offers model implementation, administration, nominee accounts, trading, rebalancing and overlay management services.

Source your model portfolios from the Agora Model Portfolio Centre or custom develop based on your advisor’s needs.

The goal is to shift assets from less efficient client-name accounts to highly efficient and cost-effective nominee accounts. Use our ready-to-go Model Portfolios or work with us to build models. Use the Model Portfolio Centre to expand your product offering, decrease costs and improve advisors’ efficiency.

The Model Portfolio Centre covers all ranges of investor types, ranging from conservative to aggressive and all account sizes from high net worth to $5,000. It is the perfect small account solution. Build your own models that differentiate and expand your wealth offering.

Small Accounts are Great!

Talk to us about small account economics.

Small account economics have never worked well. Yet small accounts contribute revenue. Small accounts, also known as the mass-market, are sometimes categorized as less than $250,000 and in particular less than $100,000. Across our industry, these accounts are viewed as unprofitable business. The dilemma is that they are as much as 50% of total assets in most firms. Reduce your operating expenses without compromising service by placing those small accounts on the Agora nominee platform.

Add model portfolios and a high-net-worth account to increase advisor efficiency through mass customization and automation.

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