BUNKER InvestCloud LatAm
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BUNKER Connects LatAm Investors to US Markets With InvestCloud Technology

BUNKER has selected InvestCloud to help champion the launch of its new digital app, opening access to US investment markets for affluent and high net-worth investors (HNWIs) in Latin America (LatAm).

BUNKER, the US-based fintech seeking to democratise access to the US markets for LatAm, has selected InvestCloud to help launch its latest venture, a mobile-based digital investment platform.

The launch includes a digital financial advice platform developed by SEC-regulated investment advisor Smartadvisor LLC.

The partnership with InvestCloud is critical to BUNKER’s current strategy. InvestCloud’s cloud-based platform enables communication, planning, shopping and selling experiences, all centred around a single digital warehouse to unlock the power of data.

BUNKER is leveraging InvestCloud’s technology to provide end-to-end client communication and advice, including automated onboarding and prospecting of the client lifecycle management (CLM). This solution is an example of the global reach of digital advice, particularly with a specific focus on the mobile experience.

The platform’s design connects HNWIs in LatAm with investment markets in the US, simplifying the process of opening and managing overseas investment accounts.

In line with its launch across the continent, 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.

A personal touch for investing
BUNKER InvestCloud LatAm
Will Bailey, chief strategy officer, InvestCloud

Will Bailey, chief strategy officer of InvestCloud, comments: “Partnering with BUNKER showcases InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER pursue a mobile-first design, but it has implemented our core behavioural science principles across the CLM apps. In a market that is asking for increasingly personalised experiences, BUNKER exceeds end-client expectations with this solution.”

Apex provides custody and clearing, advisory, institutional, digital assets and SaaS solutions across its combined businesses, and is a key figure in the launch of the new platform, providing custody and broker-dealer support through its subsidiary Apex Clearing Corporation.

“Apex is proud to provide broker-dealer and custodial support for InvestCloud and BUNKER’s innovative digital offering, underpinning our mission of enabling frictionless investing for investors across the globe,” adds William Capuzzi, CEO of Apex Fintech Solutions. “We continue to see growth in diversity and applicable solutions within the investing ecosystem and are pleased to support this cross-regional platform for the Latin American market.”

In addition to this, Francisco Sosa del Valle, co-founder and CEO of BUNKER, comments: “We’re very excited to be launching this solution for so many Latin Americans that are looking for a way to invest in well-regulated markets to achieve their long-term financial goals. And we are proud of our key partners: InvestCloud, as a provider of engaging investing experiences; and Apex, as a provider of custody and clearing services.”

Author

  • Tyler is a fintech journalist with specific interests in online banking and emerging AI technologies. He began his career writing with a plethora of national and international publications.

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