BUNKER and InvestCloud launched a mobile-based digital investing platform allowing Latin American high-net-worth investors to access US investment markets. BUNKER automates client lifecycle management and financial education with InvestCloud’s technology.

In order to give wealthy and high net-worth investors (HNWIs) in Latin America (LatAm) access to US investment markets, BUNKER has chosen InvestCloud to support the launch of its new digital app.

The US-based fintech company BUNKER has chosen InvestCloud to assist with the launch of its most recent project, a mobile-based digital investment platform, with the goal of democratizing access to US markets for LatAm.

A digital financial counseling platform created by investment advisor Smartadvisor LLC, which is subject to SEC regulation, is part of the launch.

The present strategy of BUNKER depends heavily on the cooperation with InvestCloud. With a single digital warehouse at its core, InvestCloud’s cloud-based platform offers communication, planning, buying, and selling activities.

BUNKER is utilizing InvestCloud’s technology to offer end-to-end client communication and assistance, including automated client lifecycle management (CLM) onboarding and prospecting. The global reach of digital guidance may be seen in this solution, which focuses primarily on the mobile user experience.

For instance the platform connects HNWIs in Latin America with US investment markets, making it easier to open and manage foreign investment accounts.

According to its expansion across the continent, BUNKER delivers multilingual client communication together with solutions for financial education and wellness, supported by AI-powered digital guidance, to improve investment outcomes at open and reasonable prices.

Personalization in investing

“Partnering with BUNKER showcases InvestCloud’s ability to deliver global digital solutions for the financial industry,” says Will Bailey, chief strategy officer of InvestCloud. In addition to pursuing a mobile-first design, BUNKER also integrated our fundamental behavioral science principles into the CLM apps. With this solution, BUNKER satisfies end-client expectations in a market where demand for highly personalized experiences is rising.

Apex is a crucial player in the introduction of the new platform, providing custody and broker-dealer support through its subsidiary Apex Clearing Corporation. Apex offers custody and clearing, advisory, institutional, digital assets, and SaaS solutions across its integrated companies.

Moreover William Capuzzi, CEO of Apex Fintech Solutions, adds, “Apex is happy to provide broker-dealer and custodial assistance for InvestCloud and BUNKER’s revolutionary digital offering, underscoring our objective to enable frictionless investing for investors worldwide. We are glad to sponsor this cross-regional platform for the Latin American market as we continue to observe increase in diversity and useful solutions within the investing ecosystem.

Furthermore, co-founder and CEO of BUNKER Francisco Sosa del Valle adds: “We’re very excited to be launching this solution for so many Latin Americans who are looking for a way to invest in well-regulated markets to achieve their long-term financial goals. InvestCloud, a provider of entertaining investment experiences, and Apex, a provider of custody and clearing services, are two other important partners in which we take great pride.

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