Agora Dealer Services Corp.
www.agoracorp.caAs 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 statements Experience 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 support We invite you to learn more at https://agoracorp.ca/
Read moreAs 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 statements Experience 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 support We invite you to learn more at https://agoracorp.ca/
Read moreCountry
City (Headquarters)
Mississauga
Industry
Employees
11-50
Founded
2018
Social
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Vice President - Business Development
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Chief Financial Officer
Email ****** @****.comPhone (***) ****-****Chief Administrative Officer
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Technologies
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