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BUNKER Selects InvestCloud To Launch New Digital App, Opening Access To US Investment Markets For Affluent And HNWIs In Latin America

The new app, for which Apex Fintech Solutions was also integral, enables a mobile-first investment experience for Latin American affluent and high-net-worth individuals

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has been selected by BUNKER, a US-based fintech seeking to democratize access to the US markets for Latin Americans, to help launch a pioneering mobile-first digital investment platform. The new BUNKER platform is especially designed to help Latin American affluent and high-net-worth-individuals access US investment markets, making it easier to open and manage overseas investment accounts and pursue their financial aims.

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“We continue to see growth in diversity and applicable solutions within the investing ecosystem and are pleased to support this cross-regional platform for the Latin American market.”

Apex Fintech Solutions Inc. (Apex) is also key to the launch, providing custody and broker-dealer support through its subsidiary Apex Clearing Corporation for the new platform. Apex is a US market leader in the fintech ecosystem, providing custody and clearing, advisory, institutional, digital assets and SaaS solutions across its combined businesses.

BUNKER is a digital financial advice platform developed by SEC-regulated investment advisor Smartadvisor LLC, offering affluent and high-net-worth investors in Latin America a simple, digital, trustworthy and exceptional investment experience. BUNKER enables clients to invest in the professionally regulated investment markets of the US, with a long track record of rule of law and investor protection. Launching simultaneously throughout Latin America, BUNKER offers multi-lingual client communication blended with financial education and wellness tools, supported with AI-powered digital advice to deliver better investor outcomes at transparent and competitive pricing.

Partnering with InvestCloud is critical to BUNKER’s strategy. InvestCloud’s cloud-based platform enables best-in-class communication, planning, shopping and selling experiences, all centered around a single Digital WarehouseTM to unlock the power of data. BUNKER is leveraging InvestCloud’s technology to provide tailored, end-to-end client communication and advice, including automated onboarding and prospecting through to full client lifecycle management (CLM) – all at scale. This solution is an example of the global reach of Digital Advice, particularly with a specific focus on the mobile experience.

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Francisco Sosa del Valle, Co-Founder and CEO of BUNKER, said: “We’re very excited to be launching this solution for so many Latin Americans that are looking for an easy and friendly way to invest in safe, well-regulated markets to achieve their long-term financial goals. And we are proud of our key partners: InvestCloud, as a provider that offers trustworthy, unique and engaging investing experiences; and Apex, as a leading provider of custody and clearing services.”

Will Bailey, Chief Strategy Officer of InvestCloud, said: “We’re excited to partner with a visionary organization that recognizes the power of digital to drive expansion. Partnering with BUNKER showcases InvestCloud’s ability to deliver global digital solutions for the financial industry. Not only did BUNKER pursue a mobile-first design, but they have implemented our core behavioral science principles across the client lifecycle management (CLM) apps. In a market that is asking for increasingly personalized experiences, BUNKER exceeds end-client expectations with this solution.”

“Apex is proud to provide broker-dealer and custodial support for InvestCloud and BUNKER’s innovative digital offering, underpinning our mission of enabling frictionless investing for investors across the globe,” said William Capuzzi, CEO of Apex Fintech Solutions. “We continue to see growth in diversity and applicable solutions within the investing ecosystem and are pleased to support this cross-regional platform for the Latin American market.”

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