CloudQix is an integration and automation platform that unifies financial data across CRMs, custodians, reporting, and back-office systems. It uses AI-assisted configuration to help advisors automate workflows, sync data in real time, and scale securely with compliance certifications including SOC2 and ISO 27001. The platform enables operations teams to manage data mappings and client onboarding independently without coding.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisory firms often struggle with fragmented data spread across CRMs, custodians, reporting tools, and back-office systems. Manual data entry and periodic batch syncs lead to data drift, delayed reporting, and compliance risks, while repetitive operational tasks divert advisors from client-facing growth activities.
Solution
CloudQix provides a no-code integration and automation platform that unifies client, portfolio, and trading data across financial systems in real time. The platform uses AI as an assistive layer during integration design—helping users map systems, suggest data transformations, and identify configuration issues—while keeping all workflow execution deterministic and auditable. Real-time bi-directional sync ensures changes in one system propagate to others based on explicit rules, with field-level mappings and conflict handling. CloudQix also offers pre-built financial connectors, visual workflow design, and audit logging, enabling firms to automate onboarding, reporting, and client communications without sacrificing governance.
Target Audience
Primary customers are registered investment advisors (RIAs), mid-market financial firms, and regulated organizations that need to connect CRM, custodial, reporting, and back-office systems while maintaining compliance and auditability.
Features
- Real-time bi-directional sync with event-driven triggers and field-level mapping, eliminating batch-job latency
- AI-assisted integration design that suggests data transformations and validation rules without runtime decision-making authority
- No-code visual workflow builder with explicit sequencing, conditions, and error handling for IT-governed automation
- Pre-built connectors for CRM, portfolio, planning, and reporting systems to create a single client view
- Compliance-aware architecture certified for PCI, HIPAA, SOC2, and ISO 27001 with full audit trails
- Role-based access control and change tracking for operations teams to manage data syncs and onboarding independently