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InvestCloud teams up with fintech firm for Latam wealth platform

By Robbie Lawther, 2 May 23

Solution will help affluent Latin American savers access US investment markets

Global financial services tech provider InvestCloud has been selected by US-based fintech firm Bunker to
launch a digital investment platform.

The platform is especially designed to help Latin American affluent and high net worth individuals access US investment markets, making it easier to open and manage overseas investment accounts and pursue their financial aims.

Bunker is a digital financial advice platform developed by regulated investment advice (RIA) firm Smartadvisor.

Launching throughout Latin America, Bunker offers multi-lingual client communication blended with financial education and wellness tools, supported with AI-powered digital advice to deliver better investor outcomes at transparent and competitive pricing.

Francisco Sosa del Valle, co-founder and chief executive of Bunker, said: “We’re very excited to be launching this solution for so many Latin Americans that are looking for an easy and friendly way to invest in safe, well-regulated markets to achieve their long-term financial goals.”

Tags: Wealth Management

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.