Firm takes bilingual, compliant, and dynamic tech-based capabilities to independent dealers and advisors in the province
Agora Dealer Services, a digital-oriented carrying dealer, is reaffirming its commitment to support mutual fund dealers and independent advisors as makes its debut in Quebec.
"We are thrilled to be able to launch our platform in Quebec and bring our products and services to independent dealers and advisors in that province," Robert Smuk, CEO of Agora Dealer Services Corp, said in a statement. "Our goal is to ensure technology supports, not replaces, the advisor."
As regulatory requirements, margin pressures, and competition from robo-advisors put a squeeze on independent dealers, Agora offers solutions to address the needs of advisors working with small and mid-market investors in Quebec.
The firm’s digital wealth management platform includes low-cost and zero-cost nominee and fee-for-service account options. Agora also collaborates with dealers and their advisors to develop customized, integrated workflow ecosystems and streamlined administration, freeing up more time for advisors to deliver advice to clients.
The Agora Dealer Services platform offers seamless coordination of administration and products among dealers, advisors, and their suppliers and supporters with competitive pricing and no transfer-out fees.
"Our fully-bilingual platform, website and filing forms provide Quebec advisors and their dealers with a wealth of entirely new, compliant and dynamic capabilities to help them compete in today's marketplace," said Mr. Zak Mouline, VP Business Development, Agora Dealer Services Corp. "They can focus on their clients while Agora does the heavy lifting in the background."
