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Wealth Management Dealer Services Platform

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Connect with Agora Dealer Services
Solution introduction

Where meaningful advice and powerful technology converge

New tools and capabilities for independent dealers and advisors

Agora is the leading cloud-based wealth management dealer services platform. We’ve invested in creating cutting-edge web-based technologies dedicated to delivering the best possible online experience, so you can invest in developing clients and enhancing your investor relationships.

  • Easy on-boarding
    Agora uses automation to make on-boarding effortless and client-friendly
  • Freedom to move
    Access Agora from anywhere, anytime, using any device, so you’re not chained to a desk
  • Investor dashboard
    Agora keeps your clients connected to their portfolios with powerful online tools
  • Model portfolios
    Immediate access to administrative efficiency, regulatory compliance, and other benefits
  • No-fee nominee accounts
    Consolidate multiple client name accounts into a single nominee account
  • No transfer out fees
    Agora lets you introduce clients without friction by eliminating transfer out fees
  • Secure & confidential
    You and your clients can access the Agora online platform safely with confidence
  • Paperwork simplified
    Let Agora handle complex form filings, signings, and tax documents automatically

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