Agora Dealer Services // Services aux Courtiers Agora

Agora is a Canadian company offering a unique wealth platform that integrates modern technology, business and investment operations, and custody services. We strive to increase the independent channels ability to compete and lead the future, not simply react to it. Agora empowers dealers to enhance advisor capabilities through leading-edge tools and integrated product solutions. We work in partnership with dealers, providing them with powerful solutions that improve operational efficiency, scalability and opportunities to maximize revenue. Agora est une societe canadienne qui propose une plateforme unique de gestion de patrimoine integrant une technologie moderne, des operations daffaires et dinvestissement, ainsi que...

Carry dealer,intermediary,state-of-the-art digital wealth platform - crm 2 compliant,model portfolios,separately managed account style structures,integrated planning and reporting tools,automated portfolio rebalancing ,nominee & fee-based accounts,no-fee and low-fee accounts,digital/electronic onboarding and esignatures,customizable advisor interface/dashboard,dealer,advisor and client portal,electronic statements,trade confirmations,tax documents,compliance oversight,practice management program,and high touch,responsive and empowered client service team

Agora dealer services // services aux courtiers agora operates in the Financial services industry.

Agora dealer services // services aux courtiers agora's revenue is 11m - 100m

Agora dealer services // services aux courtiers agora has 11 - 50 employees.