Have an access code? Explore the platform here
Help Every Client Understand Their Wealth At Scale
The AI engagement layer that turns client questions into personalized guidance — while you stay in control of advice, suitability and house view. Deploy in weeks, not years.
Have an access code? Explore the platform here.
We turn Questions → Signals
and Signals → Outcomes
Here's what happens when a client asks a question.
Your House View.
Your Suitability Rules.
Your Brand.
Nextvestment's AI-native engagement layer ensures every response aligns with your investment philosophy, regulatory requirements, and client suitability profiles. You define the boundaries — we deliver the engagement.
Define Advice Guardrails
Set rules for product suitability, risk tolerance alignment, and asset class recommendations that match your house view.
Maintain Compliance
Automated regulatory disclosures, audit trails, and escalation triggers built into every interaction.
Keep Your Brand
White-label deployment with your colors, logos, and tone of voice. Clients see you, not us.
Proven Results with Regulated Financial Institutions
Already deployed with leading banks, wealth management firms, brokerages, and family offices, delivering measurable improvements in client engagement and advisor productivity.
$65bn
Client AUM Served
Across regulated institutions in Asia and Europe40%
monthly active engagement
8x the industry average for digital wealth tools1 in 10
Conversations lead to an investment action within 7 days
Client action, not just engagement8 Weeks
From kickoff to pilot launch
Integrates with your existing systems - no re-platforming requiredCurrently deploying with institutions in Singapore, Europe, and the US
Trusted by regulated institutions across Asia and Europe
Winner WealthTech100 2025
NVIDIA InceptionSingapore • Hong Kong • Europe • US