The platform simplifies client onboarding and account management processes. To streamline these essential tasks, it offers account creation, document management, and client communication features.
Our vision is to transform the financial services industry by using smart technology to connect millions of users to licensed wealth managers, financial professionals together in one unique platform.
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WealthCloud360 is the world #1 community cloud platform (“WealthCloud360”), a privately-owned subsidiary of Transformational Innovative Solutions, Inc, is registered in the U.S. WealthCloud360 is a community cloud platform that connects millions of users to licensed wealth managers and/or financial institutions that have access to our unique platform based on the information gathered from our community users through our online database. Wealthcloud360 does not participate in the management of our community cloud user’s account or provide advice relating to a specific investments.
We do not manage client funds or hold custody of assets, We help our community cloud users connect with relevant licensed wealth managers, advisors and insurance producers.
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