Bringing you live news and features since 2006 

Agora launches Agora. Prime And Agora. Prime+


Agora Dealer Services, a digital-oriented Carrying Dealer focused on supporting mutual fund dealers and independent advisors, announced today that it has launched its Agora. prime and Agora. prime+ account structures.  

These new account structures will render all other account structures obsolete by eliminating paper-oriented time killers for advisors, while introducing client conveniences. With low fee and no fee options driven from the digital account setup, trade entry and model portfolio efficiencies, the nominee account benefits are now affordable for all clients. 
Continuing with its commitment to new technology, innovative thinking and creative solutions, Agora. prime and Agora. prime+ allow dealers and advisors to consolidate multiple client name accounts into a single nominee account, at USD1 per month with prime and no annual account fees with prime+. In addition, Agora is leading the industry again by eliminating unfair transfer-out fees. 

“A nominee platform is better and more efficient than an ‘in-client name’ account, but high per account fees and transfer-out fees make the option unattractive for many investors,” says Robert Smuk, President and CEO of Agora Dealer Services Corp. “Our platform delivers all the advantages and more for dealers and advisors, including consolidated reporting, efficient e-onboarding and e-trading, and portfolio solutions, with none of the typical high annual nominee account fees. As advisors battle business challenges related to Covid-19, those on our platform are embracing the freedom to remotely connect and transact with their clients, while adding more value and reducing fees.” 

“We have a number of advisors already using prime and prime+, with more being added each month,” said Jeff Thorsteinson, Chief Operating Officer of Agora Dealer Services Holding Corp. “The feedback has been nothing but positive. Advisors love the simplicity of electronic on-boarding and the ability to provide clients with improved service and a comprehensive picture of their portfolio.” 
On May 18, 2021 at the WP Wealth Summit, Smuk will be speaking about how the wealth industry is adapting to technology and revolutionizing the future of advice, including technology trends, risks and opportunities, as well as incorporating a digital experience to accelerate an advisor’s business. 


Latest News

Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..
First Trust has announced the launch of the First Trust Vest U.S. Equity Moderate Buffer UCITS ETF – February GFEB..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by