Daniel Kratochvil's Colleagues at Agora Dealer Services Holding Corp.
Jeff Thorsteinson
Co-Founder, Chief Operating Officer, Agora Dealer Services Holding Corp.
Daniel Kratochvil's Contact Details
N/A
Canada
Agora Dealer Services Holding Corp.
Daniel Kratochvil's Company Details
As an intermediary, we are enabling industry-wide transformation. At an enterprise level, our digital platform enables wealth professionals to respond to dramatic industry changes and heightened competition by elevating the quality of advice and client value including at the mass and mid-market levels.From customer experience to workflow efficiencies to advisor "robo-support," Agora is an outsourced partner for technology, trade execution, custody and back-office support for mutual fund dealers and their advisors. We also offer investment and fee-based accounts and other progressive solutions.Take Advantage of Digital Efficiency with Agora prime• Paperless onboarding & e-signatures• Efficient trading & transfers• Fee-based accounts • No-fee and low-fee account options • No transfer-out fees• All accounts in one platform• Secure advisor portal and client online account access• Access to e-transactions • Consolidated e-statements & tax statementsExperience the Ultimate in Technology & Workflow with Agora prime+• All of the benefits of Agora prime• Customizable model portfolios • Access to exclusive professional portfolio overlay• Auto-rebalancing• Access mutual funds not available to retail channels• Tiered pricing• Sales and practice management supportWe invite you to learn more at https://agoracorp.ca/