CoventinaOS gives independent wealth advisors a single place to manage clients, track portfolios, automate compliance, and grow, without sacrificing the personal touch that makes independence worth it.
Open DashboardEvery client family in one view. Portfolios, risk profiles, review schedules, and communication history, organized the way you actually work.
Track assets across custodians and jurisdictions without logging into five platforms. One consolidated picture, always current.
MiFID II suitability reports, CNMV documentation, and audit trails generated automatically. Spend time advising, not filing.
Unified profiles with cross-border tax context, family structures, risk tolerance evolution, and life event tracking. Know your clients better than any CRM.
Real-time aggregation across custodians. Automated drift alerts, rebalancing triggers, and performance attribution without manual spreadsheet reconciliation.
Generate branded quarterly reports, market commentary, and wealth planning updates. Personalized per client family, produced in minutes, not days.
Track referrals, prospect research, and new client onboarding in one workflow. See which relationships are converting and where to focus your energy.
The best advisors left institutions to do better work. CoventinaOS makes sure the operational weight of running a firm never catches up to the quality of your advice.
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