Cloudvisor DigitalAssociate - The Cloudvisor Difference

Increase Revenue, Profitability
... and your firm's Valuation

Cloudvisor’s software expands a firm’s multiple by managing more households, at decreased costs, higher profitability on higher revenue.

Asset Growth

More time for revenue generating activities
Extend life of current assets
1% Improved to after-tax returns annually

Increased Profitability

Manage 2-4x more households
Reduce over 40% tech and staff cost

Improved Efficiency

Automates entire workflow
Single platform sign on
Digital oversight and monitoring

The Cloudvisor Difference

A single practice management platform
The functionality needed to manage and run your business.
A unique ability to execute full tasks for your team.

Marketing and Prospecting
You pick the target market and design your prospecting plan.
DigitalAssociate will execute everything from tracking, mailing, and follow-ups

Onboarding
You close the client and DigitalAssociate will recommend accounts,
communicate with custodians, generate paperwork, capture and integrate
KYC, accommodate eSignatures, etc.

Relationship Management
You determine the communication policy and
DigitalAssociate's active CRM will engage your clients

Model Management
You define your investment program and DigitalAssociate will
implement your models' unique styles, asset types, and customizations.

Portfolio Management
You set up your client relationships. DigitalAssociate will personalize
the rebalancing, tax management, and householding.

Policy Management
You define the firm and client customized policies.
DigitalAssociate will enforce them across all activity,
ensuring policy-based and KYC-aligned investor care.

Order Management
You pick the brokers and define the rules, DigitalAssociate
will automatically block and route your orders.

Execution Management
DigitalAssociate ensures settlement cash balances match
while trading on venues around the globe.

Post-Trade Support
You set the structure and DigitalAssociate will handle
allocations, matching, and commissions for any trade.

Compliance
DigitalAssociate ensures your firm and client policies and processes
are monitored and enforced. Decrease errors and reconcile effortlessly.

Product Management
You define the characteristics. DigitalAssociate lets you
customize the associated services, frequency, and fees.

Executive Information
DigitalAssociate offers a single dashboard that provides
a 360 view of your business, including AUM, revenue,
client goals, asset exposure, pipeline, and more.