Financial Planning just got really important.

A technology and nominee platform for dealers. Built to save time and support better outcomes.

Conduct your business 100% online.

A secure virtual workplace to deliver a high net worth wealth management experience to all your clients. E-onboarding, e-signature, generate proposals, client portal, advisor portal – more time for clients, less time on paperwork, administration and compliance. Provide risk analysis, product comparison, and correlation and performance analysis.

More time. More value. No paper. No cost.

WHERE MEANINGFUL ADVICE AND POWERFUL TECHNOLOGY CONVERGE

Focus on core competencies and outsource the infrastructure to drive growth and profitability. Open architecture for integration of other software, PMs without a referral agreement, one click purchases for customized model Portfolios including auto rebalancing and no annual nominee account administration fees.

Ask your dealer about how to partner with Agora today.