BUNKER connects LatAm investors to US markets with InvestCloud technology

by James · April 30, 2023

BUNKER have chosen InvestCloud to help promote the launch of the new digital app, which opens access to US investment markets for wealthy high net worth investors (HNWIs) in Latin America (LatAm).

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

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

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

BUNKER leverages InvestCloud’s technology to provide end-to-end client communication and consulting, including automated onboarding and client lifecycle management (CLM) prospecting. This solution is an example of the global reach of digital consulting, especially 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 foreign investment accounts.

In line with its continent-wide launch, BUNKER offers multi-lingual client communications blended with financial education and wellness tools, supported with AI-powered digital advice to deliver better investor outcomes at transparent and competitive rates.

A personal touch for investing

BUNKER InvestCloud LatAm — Will Bailey, Chief Strategy Officer, InvestCloud

Want Bailey, Chief Strategy Officer at InvestCloud, comments: “Collaboration with BUNKER shows InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER follow a mobile-first design, but it has implemented our basic behavioral science principles across the CLM apps. In a market that demands increasingly personal experiences, BUNKER exceeds the end customer’s 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 support to custody and broker-dealers through its subsidiary. Apex Clearing Corporation.

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

In addition to this, Francisco Sosa del Valleco-founder and CEO of BUNKER, comments: “We are very excited to launch 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. And we are proud of our key partners : InvestCloud, as a provider of engaging investment experiences; and Apex, as a provider of custody and clearing services.”