Your clients' wealth has outgrown their CPA.
As your clients build wealth, their financial operations become increasingly complex — multiple entities, trusts, real estate, K-1s. Their once-a-year CPA can't keep up, and they're looking to you for answers. But operational management isn't your business model. That's where we come in.
for Wealth Advisors
CORVIDA is a fundamentally different approach to personal financial operations
Finally see the complete financial picture
CORVIDA coordinates everything and shares monthly financial statements directly with you. Cash flow, P&L, net worth — updated continuously. When you understand every aspect of your clients' finances, you can identify opportunities others miss and make recommendations with total confidence. This is the intelligence advantage that deepens relationships and grows AUM.
Stop referring to overwhelmed CPAs
Your high-net-worth clients deserve better than a CPA who surfaces once a year and treats them like everyone else. CORVIDA specializes in complex individual tax returns and provides year-round tax planning specifically designed for successful families. No more hoping that referral works out.
Give your clients a dedicated financial team
Every client receives their own CPA and financial concierge who handle all day-to-day operations and long-term tax strategy. You get the credit for delivering family office capabilities at a fraction of traditional costs. Your clients stay with you instead of being poached by expensive family offices.
