Cibolo AI provides an Alternative Investments platform that automates the collection and reporting of alternative asset valuations, significantly reducing the time and effort required for data entry. By integrating with existing wealth management systems, it enables financial advisors and institutions to efficiently track and manage their clients' alternative investments without manual downloads or additional client signatures.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors and institutions face significant challenges in manually collecting and reporting valuations for alternative investments, leading to time-consuming data entry and potential inaccuracies. This process often requires manual downloads of statements and client signatures, creating inefficiencies in wealth management workflows.
Solution
Cibolo AI offers a platform designed to automate the collection and reporting of alternative asset valuations, streamlining the process for financial advisors and institutions. The platform integrates with existing wealth management systems, enabling users to efficiently track and manage alternative investments without manual data entry. By automatically reading PDF statements and web portals to intake valuation data, Cibolo AI generates export files that seamlessly update wealth management platforms. This eliminates the need to change custodians or modify accounts, allowing users to maintain their current workflows while improving data accuracy and saving time.
Target Audience
Cibolo AI primarily targets independent financial advisors, large family offices, and broker-dealers who manage alternative investments for their clients.
Features
- Automated data extraction from PDF statements and web portals
- Seamless integration with existing wealth management platforms
- Customizable export files to match current wealth platform nomenclature
- Bulk downloading of statements, K1s, and other relevant documents
- Automated tracking of client's alternative investment exposure
- Dashboard for clear insights into client's alternative investments