Agora Introduces Orbit™— A New AI Operating System for Financial Advice

Designed to expand advisor capacity and bring trusted human financial advice to the mass-affluent market.

Today Agora Wealth Corp. (“Agora”), a leading Canadian wealth management platform, announced the development of Orbit™, an AI-powered operating system designed to fundamentally redefine how human financial advice scales.

When fully launched and leveraging Agora’s enterprise custodial business structure, the combination of Orbit™ and the Agora data vault will enable a complete AI native operating system, eliminating the noise in advisors’ business. More than dashboards and workflows, Orbit™ encompass every aspect of how financial advisors run their business.

“New world capabilities should not be constrained by old world systems and thinking. We believe the opportunity for AI runs deeper than dashboards and needs to be freed from legacy systems and processes” said Paul Morford, Founder of Agora.

Agora’s years of experience providing leading technology to independent financial advisors is the foundation for an operating system informed by the hundreds of advisors, tens of thousands of client accounts, and billions in assets currently on Agora’s platform.

Orbit™ embeds intelligence directly into the operational foundation of the advisory platform. The system runs continuously in the background, monitoring activity, automating routine processes, and surfacing only the moments where professional judgment or client engagement is required. This will allow advisors to grow their business and deliver personalized advice profitably to the underserved $2 trillion mass-affluent market*.

Orbit™ is currently advancing through phased development with advisor and dealer participation, with a broader rollout scheduled as development continues.

About Agora

Agora Wealth Corp. is a Canadian wealth management platform providing custody infrastructure, portfolio solutions, and technology to independent advisors and dealers. The company focuses on expanding access to professional financial advice for everyday investors while helping advisors scale their practices responsibly.

*Data Source: Investor Economics. Household Balance Sheet Report, 2023