Cloud PM Launches to Serve Independent Financial Advisors

After working with independent financial advisors over the past several years, I’ve come to really appreciate the value they add and how it impacts their clients’ lives. While working for one of the most respected boutique Registered Investment Advisers (RIAs) in the nation, I consulted with advisors on a daily basis, helping them make informed choices about their technology investments. Today, I’m happy to announce the launch of a consulting firm, Cloud PM, which will be focused on helping independent financial advisors provide the best possible client experience by leveraging best-in-class technology. Contact us to learn how we can help you build a more efficient practice and implement technology that will grow with your growth.

What’s in a name: ‘Cloud PM’?

It’s simple: cloud technology is revolutionizing how companies implement systems. The huge upfront investment in both time and physical hardware to implement even the simplest of applications has been reduced to small monthly subscriptions for Software-as-a-Service (SaaS) or Platform-as-a-Service (PaaS) products that can be turned on and used in a matter of minutes. Cloud PM is knowledgeable on the SaaS/PaaS tools available to financial advisors and can ensure your clients’ data remains safe and stored in compliant systems. PM stands for “project management.” Quite simply, I believe all technology implementations and consultations should be organized in to manageable projects that use proven methodologies to ensure you are successful from day one.

Trustworthy and Secure

We know the importance of protecting your clients’ data. As a result, Cloud PM will sign a Non-Disclosure Agreement prior to accessing any of your systems. In addition, we can guide you on best practices to ensure your data is secure at rest and in transit as well as contributing to your due diligence process while selecting vendors and products. We have years of experience building Cybersecurity processes and procedures specifically for the RIA space leveraging the National Institute of Standards and Technology (NIST) cybersecurity framework.

Why Cloud PM?

Independent financial advisors have a lot on their plate. Beyond providing the essential wealth management and retirement plan services to their clients, they are also running a highly compliance driven business and leveraging many complicated technologies. Cloud PM can provide:

  • Outsourced technical support
  • Technical consulting
  • CRM selection and implementation
  • Data migration and cleansing
  • Process improvement consulting
  • Integration and single-sign on services

Learn More

As Cloud PM starts on this exciting journey, we look forward to hearing from you. Contact us to learn more and discuss your specific needs. Are you making the most of your existing technology investment? Are your clients blown away by the technology tools you provide? Are your processes repeatable and providing a consistent experience for new and existing clients? We know how to make improvements in all these areas and can help you focus on what you do best: building relationships and growing wealth.

Stay in Touch

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