Empower Your People and Your Business
Let us help you instantly upgrade your business operations. We’re focused on your success, bringing buying power, expertise and our commitment to customer service to your business. Get in the driver’s seat on Advisor retention, recruiting, profitability and compliance. Create capacity for your Advisors and increase their competitiveness through our integrated suite of products. We are a unique intermediary and financial technology company—all in one.
Leading Edge AdvisorTech
Leverage our flexible and efficient platform to cut operating costs, and increase Advisor productivity and satisfaction. Our flexible, open architecture offers custom-branded solutions giving you complete control over features, functionality, and insight into a completely digital future. We’ve built the platform you’ve been seeking at a price you’ve only dreamt about.
Client Engagement
Advisor can provide the most comprehensive service at ultra-low cost
- Product sourcing & support
- Investment planning
- Client communication and client portal
- Integrated risk profile assessment
Asset Servicing
Fully integrated trading platform & ultra-low trading costs
Fully integrated trading platform & ultra-low trading costs
- Digital trade processing
- Custody clearing and settlement
- Retirement pay-outs and management
- Education savings management
Interoperable Platform
- Data driven wealth platform
- API integration, cloud based
Advisor Productivity
Fully digital end-to-end advisor workflow connected to trading and clients
Fully digital end-to-end advisor workflow connected to trading and clients
- Client profiling and segmentation
- Investment policy
- Client meeting agendas
- Portfolio solutions, monitoring, rebalancing
- Advisor portal
- Success Academy
Investment Management
Ultra efficient, ultra-low cost mutual fund access
Ultra efficient, ultra-low cost mutual fund access
- Portfolio management
- e-trade order facilitation
- Customizable asset allocation models: ready to go, personalized by Dealer or designed by Advisor
- Portfolio consultant oversight
Product Optionality
No need to limit your product shelf to control costs. With Agora, your Advisors have all the product and account options they want.
Compliance Confidence
When your Advisors trade through our platform, client KYCs, risk profiles and portfolios align. You can have confidence that all paperwork is in good order and securely stored electronically. Opt to integrate VigilantCS into your dealer portal to further transform this necessary function. Embedded with IIROC, CIRO, insurance and other financial services requirements, VigilantCS drives down the costs of compliance and allows you to dynamically assess Advisor conduct risk.
The Agora Dealer Advantage
| ✓ | Outsource your entire back-office operations at a fraction of the cost of what it takes for you to run it. |
| ✓ | Focus your efforts on building your unique culture and leave table stakes, non-defining services to us. |
| ✓ | Access customized branded solutions that give you complete control over the look, features, and functionality that you want to use and have your Advisors use. |
| ✓ | Rely on our dedication to servicing and supporting your business, as an extension of your team. |
| ✓ | Agora’s first-of-its-kind TAMP (Turnkey Asset Management Platform) models deliver first-of-its kind revenues for Dealers. |
Maximize Profitability of Mass-Affluent Clients
For too long, mass-affluent Canadians (those with less than $250,000 in investible assets) have been considered unprofitable for many Dealers and their Advisors. Agora has been designed to change that.
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