Dealer unveils its new Private Client Platform

Agora Dealer Services, a carrying dealer focused on supporting independent advisors and dealers, has launched its Private Client Platform. 

This new model portfolio capability, previously unavailable to many dealers and advisors, provides them with a small account solution offering fully customizable, robust and high-net-worth portfolio management capabilities.

Deploying new technology, innovative thinking and creative solutions, Agora has engineered a realignment of all existing stakeholders into a more efficient, value-added delivery system to address an underserved market of Canadians with smaller portfolios of investible assets.

According to Agora, the Private Client Platform provides every dealer with the ability to offer an extensive range of model portfolios tailored to their investors' objectives. With the benefits of professional portfolio overlay and feature-rich technology tools, advisors can see that every client receives premium independent portfolio advice and account management.

"Based on our discussions with industry participants, this solution addresses an issue that has been previously unsolvable in Canada: how to deliver high-quality service to average size accounts," said Paul Morford, chief executive officer of Agora Dealer Services Holding Corp.

 "We are excited to be bringing this platform to independent dealers and advisors to ensure they are able to remain competitive in the industry and can focus on providing the level of service and independence that Canadian investors deserve."

"Our vision is coming to fruition," added chief operating officer Jeff Thorsteinson. “Dealers, fund companies, and fintech vendors are excited to partner with Agora and be included in our platform. This fortifies our position as the tech platform of choice to fully support the independent dealer and advisor channel in the areas of investment solutions, client service, fintech applications, compliance and practice management."