Your Virtual Family Office Solutions
Unlock Success through our Virtual Family Office Solutions
WealthCloud360 stands out as more than just a platform—it’s a gateway to a team of seasoned professionals who bring specialized expertise to every aspect of financial management. By fostering collaboration across disciplines, WealthCloud360 ensures clients receive tailored, well-rounded advice that addresses their unique financial needs and goals.
MEET CLIENT NEEDS
Evolve to meet growing client expectations
Using our virtual family office solutions
Modern investors require more than ever from their wealth management, advisors and wealth management firms.
They expect personalized, digital-first experiences delivered with a focus on simplicity.
Wealth Managers
Strategic Wealth Building
Wealth managers at WealthCloud360 specialize in crafting investment strategies designed to align with each client’s personal or business objectives. Whether it’s growing a retirement portfolio, managing assets for a business expansion, or diversifying investments to minimize risk, these professionals provide the insights and tools needed for sustainable wealth growth.
Services Provided:
- Portfolio analysis and asset allocation
- Risk management strategies
- Development of short-term and long-term investment plans
- Real-time adjustments to adapt to market changes
Example: A small business owner seeking to invest surplus profits works with a wealth manager to design a diversified portfolio that balances growth opportunities with risk tolerance.
Estate Planning Attorneys
Securing A Legacy
Estate planning attorneys on WealthCloud360 help clients design and implement legal structures to protect their assets and ensure smooth intergenerational wealth transfers. These professionals specialize in minimizing tax liabilities, avoiding probate, and securing financial stability for future generations.
Services Provided:
- Drafting wills and trusts
- Structuring family limited partnerships
- Planning for long-term care and guardianship
- Addressing estate tax and inheritance planning
CPAs and Tax Advisors
Tax-Efficient Wealth Management
Advanced tax planning is a cornerstone of WealthCloud360’s offerings. CPAs and tax advisors work with clients to uncover opportunities for tax savings, ensure compliance, and optimize financial strategies for wealth preservation.
Services Provided:
- Tax preparation and filing
- Strategic tax planning for businesses and individuals
- Advice on tax-advantaged retirement accounts and investment vehicles
- Guidance on tax implications of business decisions
Business Insurance Specialists
Protecting What Matters
WealthCloud360’s business insurance specialists help clients safeguard their businesses and personal assets by identifying and addressing potential risks. They design policies tailored to each client’s specific needs, ensuring financial stability even in unexpected circumstances.
Services Provided:
- Key person insurance for business continuity
- Buy-sell agreements to protect ownership interests
- Comprehensive risk assessment and mitigation plans
- Employee benefits planning to attract and retain top talent
Wealth Management
WealthCloud360 connects clients with top wealth managers, advisors who design and implement personalized investment strategies, providing guidance on portfolio management, risk assessment, and financial growth.
Estate Planning
Estate planning services include wills, trusts, asset protection, and guardianship for minors. Our platform simplifies estate planning by matching clients with attorneys specialized in preserving and transferring wealth.
Tax Planning and Optimization
From simple tax strategies to complex optimization plans, WealthCloud360’s tax experts focus on minimizing clients’ tax burdens while ensuring compliance with tax laws.
Succession and Business Continuity Planning
WealthCloud360’s succession planning experts assist in preparing business owners for the future, helping them develop continuity plans that protect both personal and business assets.
Charitable Trust Advisory
Charitable Remainder Trusts (CRTs) and similar vehicles allow clients to give back while achieving substantial tax benefits. WealthCloud360 connects clients with advisors to structure these arrangements effectively.
Automation and Efficiency
WealthCloud360 solutions aim to reduce manual tasks and administrative burdens for professionals. Automation features includes account opening, digital marketing, document management, billing, and compliance processes, leading to improved operational efficiency.
Integration with Third-Party Services
WealthCloud360 solutions offer integrations with external financial data sources, market research tools, AI, ML and CRM systems enabling professionals to access a broader range of information and provide more comprehensive services.
Client Onboarding and Engagement
WealthCloud360 platform include features that facilitate the onboarding process for new clients, making it smoother and faster. Professionals can enhance client engagement through personalized dashboards and interactive experiences.
Scalability and Flexibility
WealthCloud360 solutions are designed to scale with the growth of an advisory practice. Professionals can add new clients, customize services, and adapt the platform to changing business needs.
Education and Training
WealthCloud360 provides training resources, webinars, and educational content to help professionals make the most of the platform's features and stay up-to-date with industry trends.
Learn how to fast-forward
digital innovation to put clients first.
MODERNIZE PARTNERSHIPS USING OUR VIRTUAL FAMILY OFFICE SOLUTIONS
Prepare for a world of new revenue streams.
Our technology has the potential to reshape the entire financial services industry. It boosts Professionals, wealth management advisors, insurance industries, productivity, creates new growth opportunities, and increases transparency so professionals can deliver better client experiences.
questions on
our virtual family office solutions?
We’ll put you on the right path.
Ask about wealthcloud360.com products and services, pricing, implementation, or anything else. Our knowledgeable representative are standing by, ready to help. Or, check out our “Pricing and Packaging Guide” to learn more.
ACCELERATE DIGITAL INSURANCE INNOVATION.
Insurance companies face pressure from agile Insurance technology, new distribution models, and the ongoing challenges. To get ahead, successful insurers are fast-forwarding with our platform to their digital innovation to put clients at the center of every insurance experience.
Empower producers to build
client’s trust.
Clients have come to expect the speed and convenience of digital interactions. Consequently, wealth managers, distribution producers, brokers, and producers need agile technology that can meet industry challenges today, and for the foreseeable future.
Why Clients Choose WealthCloud360
WealthCloud360 simplifies the process of financial, business planning. Clients no longer need to seek out and coordinate among individual advisors across multiple disciplines. Instead, they gain access to a collaborative ecosystem where professionals work together seamlessly to address their unique needs.
The Benefits of Integrated Services
- Efficiency: A single point of access to diverse financial services
- Collaboration: Experts work together to align strategies and goals
- Transparency: Clients can monitor progress and outcomes through a centralized dashboard
- Scalability: Services grow and adapt to meet changing financial circumstances
Learn how agencies are using our
Virtual Family Office Solutions to boost productivity and grow
PROCESS AUTOMATION
Our platform help you: As client expectations increase so does the pace of work. Knocking down silos and automating processes can boost productivity and accuracy, and free insurers to focus on complex tasks. Enable agility, speed, and trust through digital transformation.
Learn how to: Optimize claims intake with data and analytics, and collaboration improve accuracy with AI and automation designed for insurance provide efficient, omni-channel service under high volume that transform the broker experience.
Automate to accelerate: Learn how insurance industry leaders are using digital portals. See how to streamline insurance from quoting to claims. Simplify processes.
CLIENT-CENTRICITY
Put clients at the center of every experience. A client-centric core platform for insurance is the fastest path to become an agile innovator.
Learn how to: Increase client satisfaction and retention in a highly competitive market, uplevel digital processes and launch new products faster achieve operational excellence with a client-first approach and deliver modern digital experiences.
Learn how wealthcloud360 redefined the client journey using technology.
Drive financial services with innovation and technology. See how our professionals, advisors, wealth managers are transforming automotive wealth management digital platform to transform people’s lives.
questions on our virtual family office solutions?
We’ll put you on the right path.
Ask about wealthcloud360.com products and services, pricing, implementation, or anything else. Our knowledgeable reps are standing by, ready to help. Or, check out our “Pricing and Packaging Guide” to learn more.
Overview of Business Continuity for Hansen Inc.
Hansen Inc., a mid-sized manufacturing company, needed a business succession plan to prepare for the retirement of its founder, Sarah Hansen. Without a clear transition plan, the company risked operational disruptions and potential loss of value.
Solution: WealthCloud360 connected Sarah with a team of succession planners, tax advisors, and business bankers who:
- Designed a structured ownership transition plan.
- Implemented a buy-sell agreement to protect the company’s value.
- Coordinated with key employees, partners to ensure a smooth transition.
Result: Sarah successfully transferred ownership to her son and a long-time executive, preserving the company’s legacy and securing its financial stability. Hansen Inc. continues to thrive under its new leadership.
Tax Optimization for Dr. Roberts
Dr. Roberts, a successful medical professional, was overwhelmed by her growing tax liabilities. She needed a strategy to manage her income and investment portfolio more efficiently. She wanted to grow their portfolio while minimizing tax liabilities.
Solution: WealthCloud360’s tax planning experts:
- Reviewed her income, deductions, and investment accounts.
- Identified tax-saving opportunities, such as retirement account maximization and real estate depreciation.
- Structured a customized tax optimization plan tailored to her profession.
Result: Dr. Roberts significantly reduced her tax burden, freeing up additional funds to reinvest in her practice and personal portfolio. She now enjoys a greater sense of control over her finances, while minimizing taxes.
When your life and annuity clients need you, give them your all. No complicated system. No distractions. Just human connection when it matters most — online and off.
Here’s how we power life and annuity insurance innovation.
Challenges Meet Solutions.
Get the specialized smart technology your financial services business needs most to thrive and grow.
Capital Gains Strategy Overview
Chuck M., a seasoned professional based in California, was looking for innovative ways to help his high-net-worth clients manage capital gains taxes while supporting their philanthropic aspirations. Through WealthCloud360, Chuck accessed a network of Charitable Remainder Trust (CRT) advisors who provided the specialized expertise he needed.
Solution: The CRT experts helped Chuck design personalized solutions for his clients. These strategies allowed them to:
- Defer capital gains taxes on highly appreciated assets.
- Generate lifetime income streams from the trusts.
- Support their favorite charities in a tax-efficient manner.
Result: Chuck’s clients not only achieved their financial and philanthropic goals but also gained peace of mind knowing their wealth was working for both their families and the causes they care about. This enhanced Chuck’s reputation as a trusted advisor and helped him grow his practice.
Family’s Estate Planning Journey
The Smith family faced a daunting challenge: their estate was large and complex, involving multiple properties, investments, and family businesses. They needed a plan that would protect their assets and ensure a smooth transition to the next generation. This enhanced Smith’s family estate.
Solution: Through WealthCloud360, the Smiths were connected with estate planning attorneys and tax advisors who:
- Drafted a comprehensive will and revocable living trust.
- Structured the plan to minimize estate taxes and probate costs.
- Established guardianship provisions for their minor children.
Result: The Smith family now has a cohesive estate plan that safeguards their wealth and ensures a secure future for their heirs. The process was seamless, collaborative, and significantly less stressful than managing it independently.
Talk to an Advisor
Book a call with our Team to learn more about our Virtual Family Office Platform.
