ONBOARDING
Seamless
onboarding
with Agora
Agora's onboarding,
tech-enabled, human-led
Expertly trained team
Our team undergoes thorough vetting and extensive training to ensure the highest quality service possible.
Innovative onboarding solutions
Agora’s cutting-edge technology and advanced tools guarantee a seamless and secure data migration. Our solutions are designed to handle even the most complex scenarios with ease.
Exceptional support, always
Your personally assigned Onboarding Specialist is always available to assist you with whatever you might need.
Award-winning service
Agora is proud to have been awarded the “Best Relationship” badge by G2 for seven consecutive seasons.
Easy onboarding
in just four steps
Data integration
Whether you're moving from Excel spreadsheets or an existing platform, we've got you covered. We seamlessly integrate your data and customize the system to meet your unique requirements. Our advanced data tools ensure a smooth, efficient, and rapid implementation process.
Platform customization
With your dedicated Onboarding Specialist, discover Agora's capabilities and customize the platform for a personalized and professional user experience.
Investor Portal setup
We launch the Investor Portal by sending activation emails to your investors, managing their account setup from start to finish. Our team ensures the portal is fully integrated with your website, streamlining the investor experience and maintaining brand consistency.
Personalized training sessions
We provide tailored training to ensure your team fully maximizes Agora's benefits. Your dedicated Customer Success Manager will be your main contact, providing continuous support and training to help you become an expert Agora user.
Real people, real results
What I value most about Agora is their exceptional team. Their customer service is outstanding, always committed to our success and going above and beyond to support us."
Matt Stein, CDO
Read moreLeading the market in customer satisfaction
See all reviews
Agora allows us to offer new investment opportunities and handle all our distributions seamlessly.
VP Investor Relations
What I value most about Agora's platform is its ability to seamlessly function as both a capital-raising tool and a CRM, allowing us to efficiently manage our investors.
Vice President
Agora's platform elevates our brand image among investors.
Investor Relations
4.8
