Cloudvisor Wealth Inc.
Mitch Benton currently serves as the Chief Customer Officer at Cloudvisor Wealth Inc., where responsibilities include overseeing the comprehensive customer experience from prospecting to relationship management. With over three decades of experience at SEI, Mitch Benton held various leadership roles, including Managing Director of Global Wealth Management Solutions, where multiple teams were led to design and deploy the SEI Wealth Platform. Additional positions included Managing Director of North American Technical Sales, Director of Investment Management Services, and Program Manager, all contributing to the development and implementation of innovative wealth management technology solutions. Mitch Benton holds a Bachelor of Science in Mathematics from Bucknell University and a Master of Science in Computer Science from Villanova University.
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Cloudvisor Wealth Inc.
"With Cloudvisor's DigitalAssociate solution, we can now deliver private banking level wealth management services at scale so we can profitably target everyday investors." DigitalAssociate is an algorithmically-driven next generation practice management solution providing human quality digital advisory and service capabilities. Unlike current practice management solutions which provide information to advisors to do their job, DigitalAssociate's algorithms DO the work for advisors replacing associates and assistants. With DigitalAssociate, firms are able to deliver 30-50% higher after-tax returns for all investors, achieve 4X higher advisor productivity, and lower operating costs by 60% or more. It is the only solution in market today that helps advisors target mass-affluent investors with personal, high quality advice at the scale and convenience of robo-advisors.