The Virtual Family Office has arrived
Instant, secure access to all of your financial and fiduciary information in a single, unified view, a real-time virtual round-table for all your advisors.
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future-proof
Your Personal Virtual Family Office
All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365.
Access and Distribute Documents Safely and Securely
With our secure File Vault, your advisor can safely store information they wish to share with you on your password-protected files without the need traditional methodsCommunicate Safely and Securely with Verified Advisors
Privacy is non-negotiable when it comes to your finances. Having access to a secure chat facility, you can now interact with your advisor securely on the system, thereby eliminating the risk of sensitive information becoming vulnerable..Access to Industry Leading Tools
With our industry leading tools, you will be able to better manage your personal wealth virtually. Attend virtual meetings, sign resolutions digitally, manage your diary, record and automatically minute virtual meetings, make amendments to your will, do scenario planning or just see how much tax you'll most likely have to pay. The possibilities are many.Focus on Growth, Not Paperwork
Reduce the amount of paperwork you do by populating your details in your profile, and let our document automation do the rest. future-proof
Results-focussed Client Management for Financial Planners and Fiduciary Practitioners
All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365.
Automated Customer KYC
Reduce onboarding turn-around with digitally pre-verified customers. Bridge the Knowledge-Gap
Cross-functional, automated wizard generating up-to-date industry standard reports based on real-world scenarios and calculations.Scalable Client Management
Communicate, Manage KYC, Track, Record, Share Documents Instantly Auto-Generated Documents
Generate Wills, Trust Deeds, Estate Plans, Financial Plans and Scenario Plans at the click of a buttonScalable Customer Growth: A cloud-based paperless Tool
Manage mutliple clients from one single platform. Built with financial planners, trustees and other fiduciary practitioners in mind, CloudWealth streamlines day-to-day management of wealth structures, regulatory tasks, and seamlessly integrates communication with clients from a single interface.
Work from anywhere has never been more accessible than now.
With our MFA(Multi-Factor Authentication), you can safely and securely manage your client base from anywhere in the world.
Results-focussed Client Management for Financial
All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365. All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365.
All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365.All fiduciary, financial, legal and KYC tools, knowledge base and documentation accessible from a single app 24/7/365.
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