Dear Dealer:
If you’re reading this, it’s because you’re thinking that we’re probably on the same page about a lot of things that need to change.
You’re right. We are.
We created The Agora because, as seasoned wealth management veterans we asked ourselves important questions. “What does an independent dealer need to thrive?” “What would you deliver to your advisors?” … and “How can you increase profitability?”
Worried about the SRO consolidation.
Don’t.
When we said earlier that by building The Agora we didn’t just solve for one thing, we solved for many things, and SRO consolidation was one of those things.
Talk to us about the future under a single SRO.
“If I could transform my dealership I would …”
Increase the value I bring to all my advisors and their clients.
Make every advisor feel like they’re my most important asset.
Automate all administration, processing, onboarding and trade activity from client onboarding to automated portfolio rebalancing. I would provide each of my advisors with a pair of expert digital hands.
Reduce the time I spend, and my advisors spend managing increasingly demanding regulatory requirements.
Grow my advisor base because I can now cost-efficiently provide them with all the tools required to grow and/or transition their book to the next generation advisor.
Focus my dealership on advisor value-adds and our unique culture and outsource low value tasks to improve my economics while delivering more value.
Enable each of my advisors to personalize each client account according to their clients’ preferences but managing all accounts with mass personalization.
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 solution to increase advisor efficiency through mass customization and automation.
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.
Ontario Securities Commission