A digital associate that acts like a best-in-class investment advisor
- Goal-based planning for individuals and household
- Separately, Universally and Globally Management Accounts
- Tax minimization through cross-account securities distribution
- Policy-based and KYC-aligned investor care
Provide private wealth management for all investor segments, at scale without the cost
- Increase your market reach - from entry level to ultra HNW investors
- Spend more time selling and delivering personal care
- Delight all clients with higher gross and post-tax returns
Our solution takes an integrated 360-degree investor view to optimize cross-account investment returns. This means, Cloudvisor offers tax harvesting, tax reduction, and subsidy maximization services to provide true goal-based portfolio management for achieving investor objectives.
Just as a best-in-class human advisor would do, Cloudvisor proactively communicates with investors to learn more about them and build stronger relationships. Our solution offers any customer care benefits a human advisor can deliver, but timelier and more consistently.
Cloudvisor can personalize portfolios and digitally deliver “private wealth management” services to any type of investor, or, it can function as a digital associate to dramatically increase your human advisors’ productivity. Regardless of your operating model(s), we increase your growth potential and can exponentially increase your profit margins.
End-End Digital Automation with in-line exception management
- Portfolio & documentation management with digital signature
- Order management & post trade accounting and reconciliation
- Governance & compliance enforcement and reporting
Extract Operating Costs to compete profitably in a low-fee environment
- Reduce or eliminate staff throughout all operations
- Lower unit costs without needing economies of scale
- Decrease errors and reconcile effortlessly
With Cloudvisor you can rewrite the operating handbook by automating complex workflows and removing manual interventions. We transform operations and make critical services and processes faster, smarter, and more reliable.
Our solution executes block trading with ease, enforces compliance at all times, and simplifies cumbersome post-trade processes. Our order management system can be completely automated or human oversight can be injected as desired.
Low fees for quality advice are a phenomenon to stay, and margin pressure will continue to increase. Anybody constrained with costs dictated by legacy systems will have a difficult time competing. Cloudvisor’s ability to digitize mid- and back-office operations creates a cost-base that until now could only be achieved with extensive economies of scale.
Definable policies and processes
- UI to define regulations, products and services
- UI to define client care and compliance policies
- Embedded change management for defined policies, regulations, products & services
Specify operating models which lets you stand out from the "me too" firms
- Respond easily to changing regulations & market conditions
- Introduce products & service without costly development
- Create and automatically execute your own, unique customer interaction strategy