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.
Company Details
- Founded
- 2011
- Address
- Level 1, 32 Logan Rd,australia
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.agentia.com.au
- Keywords
- Investment and Managed Accounts.
- HQ
- Woolloongabba, QLD
- Competitors
- Integrate Finance, Presidio Group.
Agentia Managed Accounts Questions
Agentia Managed Accounts's website is http://www.agentia.com.au
Agentia Managed Accounts's LinkedIn profile is https://au.linkedin.com/company/agentia-managed-accounts
Agentia Managed Accounts's industry is
Investment Management
Agentia Managed Accounts's top competitors are
Integrate Finance,
Presidio Group.
Agentia Managed Accounts's categories are Investment Management
Agentia Managed Accounts's founding year is 2011
