Reduce Friction.
Increase AUM.
CloudQix unifies your financial data and creates secure, reliable automations. Connect CRM, Custodian, Reporting, Back-Office Systems, and more for faster operations, better insights, and a smoother client experience.
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Automation and AI in Finance
Financial firms are leveraging automation and AI to gain insights across their data ecosystem. From automating portfolio reporting to syncing CRM and document platforms, CloudQix allows teams to focus on client outcomes instead of manual tasks.
Accurate Data and Analytics
Automatically sync and consolidate client, portfolio, and trading data across platforms for accurate, up-to-date information for every decision.
Increased Efficiency
Eliminate repetitive manual tasks, streamline onboarding, and maintain compliance while freeing your team to focus on client success.
Better Client Experiences
Connect CRMs, financial planning tools, and reporting systems to deliver insights and transparent reporting that keeps clients engaged.
The best integration, API, and
automation solution for financial services.
Unify data across systems.
Sync client, portfolio, and reporting data seamlessly across teams, partners, and systems to improve collaboration and efficiency throughout your ecosystem.
Free up your team.
Give operations and support teams the power to manage data syncs, mappings, and new client onboarding independently.
Scale securely and transparently.
Control access, track changes, and audit all integrations with a compliance-aware architecture that grows with your firm without adding complexity. Our system is compliant with PCI, HIPAA, SOC2, and ISO 27001.
Deliver accurate, real-time data insights
Integrate data pipelines for reliable, up-to-date portfolio and client information, accelerating decision making with real-time insights.
Enable AI with Usable Data
Consolidate siloed data into a secure, structured foundation that is standardized, governed, and auditable.
Get a Free Data Regulation Workshop.
A quick 30-minute session to uncover gaps in compliance, data handling, and operational risk.
Customer Success Story
Thanks to CloudQix, we finally have all our client data connected and automated. The AI-ready workflows are a real game-changer for smarter, faster decision making.
Jumpstart your integrations with CloudQix’s
pre-built financial connections
Connect Financial Systems Instantly
Pre-built APIs integrate CRM, portfolio, and planning tools across multiple platforms. Create a single client view to see all accounts, investments, and documents in one place.
Deliver Accurate, Real-Time Insights
Consolidate client and portfolio data in real time to improve reporting, track performance, and make informed investment decisions without manual work.
Automate Workflows and Client Touchpoints
Unify data across financial planning, reporting, and document systems to streamline onboarding, generate custom reports, and deliver personalized client communications.
Resources
Start Integrating
with CloudQix
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