Cloudvisor Wealth

Built for how wealth firms operate

Cloudvisor Wealth supports a range of wealth management models — from enterprise platforms integrating specific capabilities to advisory firms adopting a unified solution to scale operations and improve outcomes across the full advisory lifecycle, from client engagement to portfolio management and tax optimization.

Who We Serve

Cloudvisor Wealth supports a range of wealth management firms, from independent advisors to large enterprise platforms.

Independent RIAs

Independent advisory firms use Cloudvisor Wealth as a unified, agent-powered environment to run and scale their practice with greater precision. A coordinated team of specialized agents manages portfolio construction, tax optimization, rebalancing, and reporting—reducing manual work while improving consistency across every client relationship.

By operating at the household level, Cloudvisor Wealth enables advisors to deliver more personalized outcomes, aligning portfolios to real client goals, tax situations, and preferences. Built-in automation handles the operational burden—from transitions to ongoing management—so advisors can spend less time on processes and more time deepening client relationships.

Independent RIAs

Enterprise Wealth

Large financial institutions and enterprise wealth platforms use Cloudvisor Wealth's modular agents to extend and enhance their existing technology. Each agent delivers targeted capabilities—such as household-level portfolio intelligence, tax optimization, and policy-driven automation—without requiring a full platform replacement.

Designed for integration, Cloudvisor fits seamlessly into existing systems and workflows, enabling firms to introduce advanced functionality while maintaining governance, compliance, and operational control. Agents can operate independently or in coordination, allowing enterprises to address specific gaps or orchestrate end-to-end automation across the wealth lifecycle.

With a flexible, API-driven architecture and configurable policy framework, firms can standardize best practices, enforce investment discipline at scale, and deliver more consistent, personalized outcomes across advisors, teams, and client segments.

Enterprise Wealth

Use Cases

Real-world applications of Cloudvisor Wealth

  • When transitioning client portfolios or changing investment models, Cloudvisor Wealth enables firms to implement changes with full visibility into tax impact. The agents coordinate portfolio adjustments, tax budgets, and multi-period transition strategies, helping advisors manage capital gains while efficiently moving clients into target portfolios.

    Optimized vs non-optimized retirement forecast
True householding comes to life

From household visibility to coordinated execution

  • Connect clients, accounts, and assets into a single household view, providing a complete picture of relationships, allocations, and exposures.

    Household holdings and member view
Request a Demo
Outcomes

Our automated workflows deliver superior outcomes

Cloudvisor Wealth workflow dashboard

Whether you use our entire suite or select modules a la carte, our automated workflows — what we call WealthAgents— help bring optimization, scale, efficiencies, and improved integration to your practice.

  • CareAgent
  • TaxAgent
  • PortfolioAgent
  • TradeAgent
  • SupervisoryAgent
  • EnterpriseAgent

Together, our agents enable automated workflows across a variety of advisor and client activity to deliver a more integrated and scalable wealth management offering.

Be Compliant

Integrate, audit, and control risk

Cloudvisor embeds compliance directly into the fabric of the platform—ensuring that every action, recommendation, and workflow is continuously aligned with firm-defined policies and regulatory requirements.

Our digital agents are inherently well-governed, operating within clearly defined rules and guardrails that guide behavior across all client and advisor interactions. Firms can configure policies centrally, and Cloudvisor proactively enforces them in real time—before, during, and after every decision.

From automated supervision to comprehensive audit trails, the platform creates a seamless, transparent record of activity and communications. This ensures not only operational efficiency, but confidence that compliance is consistently maintained across the entire wealth management lifecycle.

Compliance and audit interface

Take the next step

Let’s show your clients a smarter, more personalized way to grow and protect their wealth—and give your team the tools to deliver it effortlessly.

Request a Demo

Contact Us

Connect with us

Mississauga, Ontario

Wayne, Pennsylvania

contactus@cloudvisorwealth.com

* Required