Intelligent agents for your business

Meet Cloudvisor Wealth’s WealthAgents—specialized agents that automate key functions across wealth management or work together as an orchestrated team.

About Cloudvisor Wealth

From individual agents to full execution

Cloudvisor Wealth is driven by specialized WealthAgents—intelligent agents that automate key functions across wealth management. Each agent focuses on a specific domain, such as portfolio management, trading operations, or client servicing. Firms can deploy individual agents to enhance their existing technology stack or bring them together within Cloudvisor Wealth where they work in coordination to automate the full client lifecycle.

Differentiated Capabilities

What sets Cloudvisor Wealth apart

Household-level management

Manage portfolios at the household level, aligning accounts, goals, compliance, and tax considerations. WealthAgents bridge the gap between household goals and the underlying accounts in an optimal, tax-efficient manner.

Tax optimized portfolio management

Go beyond basic tax-loss harvesting by embedding tax intelligence into every aspect of portfolio management. By coordinating asset location with tax-aware investing across accumulation, transitions, and decumulation, Cloudvisor helps maximize after-tax outcomes at the household level while staying aligned with each client’s goals, constraints, and tax budgets.

Agentic Automation

Move from manual workflows to intelligent execution with an orchestrated team of specialized agents. Each agent continuously monitors portfolios, applies policy-driven rules, and takes action—from rebalancing and tax optimization to transitions and communications.

Integrated alternative investments

TradeAgent offers advanced support for alternative assets, multiple currencies, and separate managers.

What we Offer

Capabilities powered by digital agents

Cloudvisor Wealth is powered by specialized agents that automate key functions across your firm. Deploy one agent or coordinate them all through a unified experience.

CareAgent

Support the full client lifecycle, from prospecting to onboarding and ongoing service. CareAgent uses a unified household, automated communications, and seamless customer service to help you stay connected, compliant, and client-focused.

TaxAgent
PortfolioAgent
TradeAgent
SupervisoryAgent
EnterpriseAgent

How it works

Cloudvisor Wealth's architecture

Modern wealth management, powered by orchestration, coordinated through policy-driven controls, and underpinned by clean data seamlessly integrated across your existing systems.

Process orchestration

A unified orchestration layer coordinates workflows across agents and third-party systems, enabling seamless end-to-end process execution. Integrated exception management and tracking ensure transparency, resiliency, and operational control at every step.

Policy & control
Multi-channel adapters

Integration

Flexible integration across your technology stack

Custodian adapters

Cloudvisor Wealth integrates with major custodians, enabling firms to manage accounts and execute workflows without requiring changes to existing custody relationships.

CRM adapters
Market & data adapters
Post-trade adapters

Are you ready to start?

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.

Connect with us

Mississauga, Ontario
Wayne, Pennsylvania
contactus@cloudvisorwealth.com
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