Keep your documents organized and easily accessible. Store, sort, search and deliver agreements, forms, and reports from one Document Management Center.
All your documents, always
and immediately within reach
Convenience, control,
and visibility
Access all documents related to an investor, investment, or asset directly from their respective profile. Control what documents are visible to each investor with a simple toggle.
Smart bulk
uploads
Upload documents in bulk and let Agora identify, sort, and auto-assign documents by investor name or entity.
Advanced search
and filtering
Find any document or group of documents within seconds. Filter by document type, investor profile, entity, or date.
Secure
delivery
Send and receive documents from within the platform’s secure infrastructure. Eliminate the risks involved with sending sensitive information through personal email accounts.