THE ALCOVA OPERATOR
Integrated, intelligent automation
for wealth management
ADVICE
COMPLIANCE
BACK OFFICE
RESEARCH
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 profiles
Automation capabilities
Auto-populates documents and forms using stored information
Speeds 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
