Agentia Managed Accounts

Agentia is a provider of quality managed account-based solutions designed to meet your client’s needs. Our solutions provide all of the efficiencies of an MDA and more, without the licensing requirements or the legislative complexity. We collaborate with great advice businesses to build and implement our cutting-edge managed account solutions to drive your advice business to the next level. The Agentia Managed Account-Based Solutions were born after a group of highly experienced financial advisors became increasingly discontent about the costs and inefficiencies associated with existing investment platforms and research providers. We needed to find a better way of investing.