The next evolution of Practice Management
DigitalAssociate
executes your day.
DigitalAssociate's transformative technology automates an Advisor’s practice.
Incorporating 3 groundbreaking capabilities
Focus on clients and their goals
Full householding
Tax Optimization of Accumulation and Decumulation
With Cloudvisor's DigitalAssociate 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.
Cloudvisor’s core was created by our founder at his prior firm, the Toronto-based Trade2Clear.
DigitalAssociate EXECUTES your workflows. An end-to-end Practice Management platform that is your Digital … Associate. Email your clients, schedule meetings, synchronize trades, monitor accounts, and more.
Cloudvisor has built Practice Management services for today's advisory market:
Householding, having solved for goal-based UMH in a unified environment.
Tax Optimization for the Decumulation as well the Accumulation phase of assets.
Alternatives Management incorporating Registered, Illiquid & Privates Assets.
Cloudvisor's DigitalAssociate will transform how the business of Advisory is managed
