THE ALCOVA OPERATOR
Integrated, intelligent automation for wealth management
Advice velocity
Move faster than ever, with readily available client information, automated procedures, embedded in the applications you already use today.
Uncover client context
Securely bring together all of your client interactions to discover helpful context that drives meaningful advice.
Work augmentation
Connected applications intelligently reduce work loads so you can move faster throughout the day.
Information capture
Intelligently capture and process every detail from client conversations
Protects client information with robust security and access controls
Integrates seamlessly with your workflow, from notes to CRM systems
Tracks and manages investment recommendations with precision
Stays alert to changes in client circumstances and risk profilesJD
Re: Portfolio Review
Hi Sarah,
Thanks for the call yesterday. As I mentioned,we're planning to retire in 3 years and would like toshift to a more conservative allocation.
Also, my wife and I are downsizing – we've found a place near the coast. And exciting news: we're expecting our first grandchild in June! We'd like to set up a 529 education savings plan.
Looking forward to your recommendations.
– John
AI Extracting
Client Memories
Plans
Planning to retire in 3 years
+ New
Preferences
Prefers conservative investment allocation
+ New
Life Event
Expecting first grandchild in June
+ New
Activities
Downsizing home, moving near coast
+ New
Plans
Wants to set up 529 education plan
+ New
Automation capabilities
Auto-populates documents and forms using stored informationSpeeds up advice creation with intelligent assistance
Simplifies record keeping through smart automation
Continuously evolves and adapts based on client interactions
Security & compliance
Advanced safeguards protect sensitive client data, with intelligent email monitoring to prevent accidental information disclosure
Smart verification systems ensure data accuracy at every step of the process
Enterprise-grade security protocols
Keep your clients' information safe and compliant