Trusted by 600+
customers worldwide
Elevate your investor experience
with Agora
Offer easy commitments and onboarding
Provide your investors with the best service from initial commitments throughout the investor onboarding process. Ensure they have a seamless and frictionless journey, from their very first interaction through becoming fully integrated and valued investors at your firm.
Increase trust with full portfolio transparency
Your investors deserve total transparency into their entire investment portfolio. With Agora, you can provide them with full visibility into their capital allocations and distributions across all investments so they have the confidence and clarity needed to build trust in your firm.
Streamline ongoing investor management
Simplify your ongoing investor management by streamlining communications including messages, investment updates, and promotions of new offerings. Seamless communications will empower you to nurture and maintain strong investor relationships.
Automate investor reporting and payments
Save time on back-office work while providing the best investor experience by automating investor reports and payments. With Agora’s automation you will not only enhance your efficiency, but also improve your professional image and highlight your commitment to excellence.
Real people, real results
Leading the market in customer satisfaction
See all reviewsWhat is investor experience, and why is it important?
Investor experience refers to the entire journey an investor goes through when interacting with your firm, from their initial commitment to ongoing management of their portfolio. It’s important because:
- A positive investor experience builds trust and loyalty.
- It enhances investor satisfaction and retention.
- A streamlined, transparent process can attract new investors.
By providing an exceptional investor experience, you foster long-term relationships and strengthen your firm’s reputation. Learn more about the importance of strengthening investors relations here.
How does Agora improve the overall investor experience?
Agora enhances the investor experience by streamlining every aspect of the journey. Key features include:
- Seamless onboarding and commitments to ensure smooth integration.
- Full portfolio transparency for increased investor confidence.
- Automated reporting and payments to improve efficiency and communication.
Agora’s platform empowers you to deliver an organized, professional, and investor-friendly experience from start to finish. Read how F Street accelerated investor onboarding by 10x and enhanced investor relations with Agora.
How does Agora's platform enhance trust and transparency with investors?
Agora’s platform builds trust and transparency by providing investors with:
- Real-time visibility into their entire portfolio, including capital allocations and distributions.
- Clear, easy-to-read investment reports, automatically generated and shared.
- Direct access to updates, communication, and insights into their investments.
By offering complete transparency, Agora helps strengthen relationships and fosters greater investor confidence.
How does Agora's automation improve efficiency and professional image?
Agora’s automation tools help you save time while boosting your professional image. Key benefits include:
- Automated investor reports and payments, reducing manual back-office work.
- Consistent, timely communications that showcase reliability and professionalism.
- A streamlined platform that reflects your commitment to operational excellence.
This not only enhances investor satisfaction but also positions your firm as efficient and organized. Learn more about how Lightwater Capitals improved their professional image with Agora.