Agora Dealer Services, a technology-focused virtual patented broker that specializes in supporting mutual funders and independent monetary advisors, and Pascal Financial, a Canadian fintech corporation with a built-in and enhanced artificial intelligence wealth control platform with active behavioral financing, was announced on July 29, 2020 that they are proposing a Wealthtech solution for mutual fund agents and advisors.
As discussed in a shared edition with IQ:
“Pascal and Agora express confidence that virtual generation increases the price of advisors and is an essential tool for advisors to provide [professional] recommendations to their clients. From integration to investment studies and analysis, style portfolios and portfolio optimization, Agora will integrate Pascal’s SaaS virtual generation to create accessibility to industry-leading solutions.”
The Agora platform aims to provide a cost-effective solution for mutual funders and their advisors, while helping them “improve their clients and have interaction.”
Mutual fund agents and advisors using the Agora platform may attach Pascal’s InvestorDNA virtual functions to the advisor portal. They will also have the opportunity to “take credit for the principles of behavioral finances” to visitor participation.
Mutual funders and their advisors will also be able to speak well through the Engagement Hub to provide relevant, up-to-date and “exploitable” data and recommendations through the customer’s preferred virtual channel.
Integration with Agora is expected to be completed next month, giving mutual funders and their advisors Pascal’s consulting tools.
Paul Morford, CEO of Agora Dealer Services Holding Corp., said:
“Pascal’s generation is improving our online generation platform.” Pascal is an emerging leader in wealth generation and adding its software to our platform will provide distributors and advisors with an effective, low-cost end-to-end solution with more valuable features,” he added recommendation to advisors.
Howard Atkinson, Director of Pascal, noted:
“We are committed to empowering mutual funders and their advisors to deliver exceptional visitor engagement, administrative empowerment, and streamline compliance, resulting in a [better] experience for visitors.”
He added:
“As more and more mutual fund agents and advisors turn to Agora’s port brokerage platform, our turnkey counseling solution offers a built-in virtual generation that can drive your growth.”