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