Spend More Time With
Clients—Not Admin Work

CloudQix helps financial institutions connect systems into one
secure flow so advisors can focus on growing client relationships.

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Know exactly what needs your attention—no guesswork, no scrambling with automation.

See past conversations, notes, and key client details in one place without searching.

Stay on top of client interactions with automated reminders and activity tracking.

Get a clear view of each client relationship at any moment.

Tailored for finance professionals, CloudQix ensures organizations can scale without adding to headcount.

Native integrations with the platforms advisors already run on and more!

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Cost	Pricing based on the number of tasks needed	Transparent pricing is based only on what you use, no surprises
Ease of Use	Anyone can set up automations, but need to configure them yourself	Works out-of-the-box for advisors; minimal setup, intuitive interface, optional customization
Flexibility	General-purpose automation	Flexible for advisory workflows
Security	SOC 2 Type II, SOC 3, GDPR, CCPA, SSO, and audit logging only for higher-tier plans	SOC2, SOC 2 Type II, GDPR, CCPA, PCI, HIPAA, ISO 27001, compliance, and audit logging included
Support	Online guides and standard support	Priority support with personalized onboarding
Time Savings	Depends on how workflows are configured	Saves hours each week with prebuilt financial service automations