Cloudvisor’s “DigitalAssociate” is a Wealthtech disruptor
transforming SaaS Practice Management,
and how the business of Advisory is managed.

The first Digitally Automated Practice Management Platform for Advisors.
An end-to-end suite of 7 tools that executes advisor activities

Housed within are 3 Groundbreaking technologies

All driven by a highly customizable “policy-based” platform

Cloudvisor's DigitalAssociate will transform how the business of Advisory is managed
It’s the Robo technology for Advisors!

Welcome to Cloudvisor, the next generation digital wealth management solution for your business

Cloudvisor automates ADVICE & CARE leading to HIGHER SALES & AUM

A severe limitation of today’s practice management solutions — they are not smart enough to understand, let alone handle, the concept of multi-strategy investment models and post-tax returns. Cloudvisor changes all that by digitally delivering such advice & better care. Advisors have more time to generate more sales and focus on high-touch care while the solution manages portfolios of all sizes and provides routine care. more >

Cloudvisor offers virtually COMPLETE AUTOMATION driving SUPERIOR MARGINS

Our truly end-to-end digital platform offers almost complete automation of the mid-and-back office – and the ability to rewrite the operating handbook by fully digitizing all processes. This is vital because firms constrained by legacy systems and manual workflows cannot scale and maintain margins in a low-fee environment. more >

Cloudvisor provides UNPARALLELED AGILITY resulting in GREATER SPEED and DIFFERENTIATION

Digital wealth management will continue to evolve rapidly. This calls for an agile and flexible solution to allow you to stay ahead of the ever-changing market trends, new product launches, growth opportunities and competitive challenges. Cloudvisor is that solution. more >

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YOU CAN CUSTOMIZE CLOUDVISOR QUICKLY AND SEAMLESSLY. SCALABILITY AND ADAPTABILITY ARE BUILT IN.

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CLOUDVISOR TECHNOLOGY LETS YOU PROVIDE THE EQUIVALENT OF "PRIVATE WEALTH MANAGEMENT" TO ALL INVESTOR SEGMENTS

HOW IT WORKS

This brief video explains how Cloudvisor's end-to-end digital solution functions to offer more options and more profit, and how our unique business model provides a risk-free way for you to grow your business.

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ONLY CLOUDVISOR ASSURES HIGHER POST-TAX RETURNS IN ADDITION TO THE RETURNS GENERATED BY YOUR PORTFOLIO DESIGNS.

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