The Cloudvisor Difference: Get More Make More.

Automated Advice & Care
Higher Sales & AUM

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.

Wealth management is all about investment returns and relationship - we provide higher post-tax returns and high quality care to your investors while allowing you to layer suitable personal touch.
Complete Automation
Superior 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.
 

We enable you to create industry-leading operating models on a single end-end digital solution - it’s a formula that has not existed until Cloudvisor.
Unparalleled Agility
Greater Speed and Differentiation

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

Although just emerging, digital wealth management will evolve rapidly. Cloudvisor was designed with the future in mind - highly flexible to respond easily to market trends, growth opportunities and competitive dynamics. In an industry where the only constant is change, lengthy testing cycles are a thing of the past with Cloudvisor’s fully automated change approval process.

Our digital agility removes any hindrance associated with complex and expensive software or system level programming. You can easily respond to regulatory changes and determine what products and services you want to offer and how you want them priced or structured. You can even automate and individualize client communication over any mode or channel by defining market or client profile trigger alerts.
 

This industry is about being a leader, not a follower - we designed our solution as an enabler for your business strategy - we allow you to get ahead of the competition with digital agility!

THIS IS WHAT WE MEAN WHEN WE SAY 'GET MORE, MAKE MORE.' ONLY CLOUDVISOR PROVIDES A SUPERIOR DIGITAL WEALTH MANAGEMENT SOLUTION IN EVERY WAY -  WE ARE YOUR DIGITAL ASSOCIATE DRIVING 4-6X HIGHER PRODUCTIVITY AND 30-80% HIGHER POST-TAX RETURNS FOR YOUR CLIENTS.