We believe reducing the operational burden with truly intelligent technology is the unlock for delivering hyper focused advice at scale
"Alcova's deep Wealth Management domain expertise and incredible technical talent are pushing the envelope of what's possible in AI - unlocking efficiency gains while strengthening our information security posture."
OPERATING PRINCIPLES
Help advisors feel understood
Software today is built for the masses. We focus on the nuanced workflows of advice businesses that are otherwise neglected.
Workflow efficiency
Augment your administrative and repetitive tasks so that you can spend more time with clients and building your book of business.
Advice is your competitive advantage
Personal advice shouldn't be replaced by AI, but it should help you craft it faster.
Scalable client knowledge
An intelligence system that empowers you to better understand your client and leverage your insight at scale.
Digital native client experience
Give your clients a first class digital experience that helps you compete against investment platforms and robo advice.
Privacy-first operations
Prioritise the security and privacy of client data, with stringent controls and encryption to protect sensitive information.
VALUES
Focus on advisor success
Equipping advisors to save valuable time through automation, enhancing client service and practice growth.
Leverage knowledge
Unlocking powerful client insights while rigorously ensuring robust privacy, confidentiality, and data security.
Intuitive and integrated
Simplifying adviser workflows through solutions that connect seamlessly with existing tools for smoother, uncomplicated operations.
Precise and reliable by design
Driving intelligent automation to significantly reduce manual errors, ensure accuracy, and foster dependable operations.
Elevate every client interaction
Enabling advisors to deliver consistently superior, secure digital client experiences to strengthen relationships.
Champion professional integrity
Built to ensure strict adherence to industry standards and regulations, assisting advisers in upholding the highest professional conduct.