Agora Dealer Services Holding Corp.
Financial Services - Mississauga, Ontario, Canada
Agora Dealer Services Holding Corp. Employees
Agora Dealer Services Holding Corp. Details
Online Wealth OfficeAgora Dealer Services Corp. was created with a mission to be an innovative carrying dealer delivering important capabilities to dealers and their advisors. Our new leading-edge nominee platform, fund management and work-flow solutions set a new standard for the independent advice channel.It is easy to partner with Agora and add seamless coordination of the latest investment solutions including our unique Model Portfolio Center, low cost and zero cost nominee and fee-for-service account options supported by powerful technology and experienced, responsive customer support.Agora was inspired by a seasoned team of industry experts, who have been in the trenches with Advisors, Dealers and intermediaries and have a deep understanding of the current landscape and challenges faced in effectively managing and serving the needs of clients.Conduct your business 100% onlineA 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 CONVERGEFocus 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.
