Products
Infrastructure Built to Scale Trusted Advice
Agora’s platform is structured around two core components:
Prime
Modern custody architecture
Prime+ Managed Models
Scalable model infrastructure
Together, they form the operating foundation for scalable, compliant advice.
Prime
Modern Custody. Forward-Looking Architecture.
Prime replaces fragmented client-name and expensive nominee structures with a consolidated intermediary framework designed for efficiency, portability, growth and cost.
All client holdings are administered through a unified account architecture — providing:
Consolidated reporting
Improved operational efficiency
Simplified transfers and portability
Digital onboarding and integrated e-signature
Secure client portal access
As regulatory expectations evolve and client-name structures face increasing scrutiny, Prime positions advisors and dealers ahead of structural change.
Prime modernizes custody without compromising transparency, economics or client control.
Prime +
Two options: Managed Models & Advisor as Strategist
Prime+ Managed Models anchor the model portfolio infrastructure of Agora’s open product Turnkey Asset Management Platform (TAMP). Constructed by independent, licensed Portfolio Managers and embedded directly into Agora’s custody and execution framework, The goal of Prime+ is to deliver fee based, institutional-grade portfolio management and best-in-class third party mutual funds in well-engineered model portfolios. These model portfolios are not a new fund of fund prospectus-based product. Clients hold units of each of the underlying funds in the model providing full underlying transparency.
Integrated into each model :
Managed Models
Clearly defined risk mandates
Access to leading Canadian fund managers and continuous performance assessment
Systematic oversight and rebalancing
Full transparency of underlying holdings
Independent professional portfolio construction and oversight
Automated rebalancing and asset allocation
Competitive pricing with no annual account fee
Agora also offers reimbursement of transfer-out fees for clients who switch to Prime+. Please contact us for details.
Prime+ provides the institutional quality foundation upon which advisors can maintain independence, access best in class mutual funds and gain the support of high quality institutional portfolio managers, so you can scale your investment strategy — without sacrificing governance, independence or control.
Build. Refine. Deploy
You keep full ownership of your investment strategy. The system scales it — with the discipline and efficiency of an institutional platform.
Create your own allocation models or customize existing Managed Models within a governed, seamless trade execution and operating environment.
For the AAA Series, Prime+ delivers:
Advisor as Strategist
Centralized execution
Systematic rebalancing
Embedded compliance controls
You decide on model construction, and Agora does all the work
No operational sprawl.
No model management chaos.
No loss of control.
Strategic Autonomy. Institutional Execution.
Prime+ allows advisors to differentiate at scale — without adding complexity to their business.