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What is Agora?

We assist more than 60 real estate companies in boosting their deal commitments and streamlining back-office tasks, enabling them to concentrate on their core priorities—securing new deals and increasing capital. Our investment management platform features a comprehensive CRM and a top-tier investor portal, providing transparency for investors, facilitating capital raising for new projects, and simplifying timely reporting, all from a single location. Currently, we support the expansion of real estate investment firms managing over $25 billion in assets through a synergistic blend of Proptech and Fintech solutions, enhancing operational efficiency and investment opportunities.

What is AdviceWorks?

Your time is a precious asset, and our platforms are specifically crafted to protect it. With a suite of productivity tools and intuitive designs, these solutions help you complete essential tasks, freeing up time for pursuits you genuinely love. You can stay in sync with clients about their objectives, financial strategies, and overall progress at any given moment, all accessible from any device. By consolidating all client accounts and assets, AdviceWorks helps you uncover insights and tap into hidden opportunities within your business, enabling a more customized approach to fulfilling your clients' requirements. Additionally, AdviceWorks promotes enhanced collaboration among team members, leading to an even more remarkable experience for your clients. This effective blend of efficiency and personalization not only fosters stronger client relationships but also drives better results. As you leverage these tools, you can continually adapt to meet the evolving needs of your clientele, ensuring your services remain relevant and impactful.

Media

Media

Integrations Supported

Vyzer

Integrations Supported

Vyzer

API Availability

Has API

API Availability

Has API

Pricing Information

$599 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Agora

Date Founded

2018

Company Location

United States & Israel

Company Website

agorareal.com

Company Facts

Organization Name

Cetera Financial Group

Date Founded

1981

Company Location

United States

Company Website

www.cetera.com/for-financial-advisors/advisors/platforms-that-perform

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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