Outcome-Driven AI Solutions for Modern Wealth Management Firms
Cuva helps wealth management firms reduce operational workload, improve advisor productivity, and deliver highly personalized client experiences at scale. Our solutions are designed for the realities of modern wealth management, where growth, compliance, and client expectations must be balanced without increasing cost or risk.
Explore Wealth Management SolutionsMeasured Outcomes for Wealth Management Teams
Real results from AI-powered wealth management operations
The Challenge in Wealth Management
Wealth management firms face rising client expectations, increasing regulatory pressure, and growing operational complexity. Advisors spend too much time on manual processes, while firms struggle to scale personalized service without increasing headcount and cost.
How Cuva Transforms Wealth Management Operations
From manual processes to intelligent automation
Automate Advisor Workflows
Routine tasks such as onboarding, documentation, reporting, and follow-ups are automated across systems, freeing advisors to focus on high-value client interactions.
Deliver Personalized Client Experiences
AI-driven insights and responses enable timely, relevant communication with clients across channels, improving engagement and trust.
Operate with Built-In Governance
All workflows run with auditability, permissions, and compliance controls enforced by default, supporting regulated wealth operations.
Core Solution Areas
Comprehensive AI solutions across wealth management operations
Client Onboarding & KYC
Streamline client intake, document collection, verification, and regulatory checks with automated, end-to-end workflows.
Financial Planning & Advisory Support
Support advisors with real-time insights, scenario analysis, and contextual information during planning and review cycles.
Investment & Portfolio Operations
Assist with portfolio analysis, rebalancing support, liquidity planning, and investment-related workflows.
Client Reporting & Communication
Generate consistent reports and respond to client queries accurately and on demand.
Compliance & Risk Monitoring
Continuously monitor risk profiles, suitability, and regulatory requirements with full traceability.
Why Cuva Solutions Work Where Others Don't
Built on a unified system designed for regulated wealth management
Unified System
AI agents, enterprise knowledge, and an operating fabric combined into one governed execution layer.
Grounded in Context
Reliable, end-to-end AI grounded in enterprise context for accurate, relevant outcomes.
Governance Built In
Designed for regulated wealth management environments with compliance at the core.
How Outcomes Are Delivered
A structured approach to delivering measurable results
Apply Proven Wealth Agents
Pre-built and configurable agents execute core wealth management workflows.
Ground Actions in Enterprise Knowledge
Client data, documents, and historical context inform every action and response.
Operate with Governance Built In
Policies, permissions, and auditability are enforced automatically across workflows.
Enterprise Readiness
Built for the demands of modern wealth management
Ready to Transform Your Wealth Management Operations?
See how Cuva can help your firm deliver better outcomes