Advisor Intelligence
Know which client needs you now.
Cover your whole book like your top ten. Advisor Intelligence reads every conversation, portfolio move, and market event, then tells your advisors who needs them now, why, and what to do.
A sample of the queue
Advisor Opportunities
50 of 50
Marcus Lee
AttentionChecked his portfolio 37 times across recent conversations. Reads as anxiety, not intent to trade.
→ Acknowledge the concern before offering solutions
Priya Nair
ResearchComparing three funds, weighing a Balanced Growth switch.
→ Ask what's drawing her to Balanced Growth
Benjamin Kee
OpportunityAsking pension versus lump sum. Pre-retirement planning.
→ Acknowledge the planning, then explore options
Chris Cortez
Seeking Guidance14 queries this week, actively seeking clarity.
→ Ask what's causing the most uncertainty
One advisor cannot be everywhere.
120 clients. 6 need attention now. Most weeks, they look like everyone else.
The quiet client drifts
You find out when they leave.
At hundreds or thousands of clients per advisor, the ones who go quiet are invisible. The worry, the second opinion, the moment they needed a call, all of it happens without you.
The signal stays buried
The opportunity was there all along.
The pre-retirement question, the research on a new allocation, the cash building up. The intent is in the activity already. No one has the time to read it across the whole book.
How it works
Every interaction, read.
It works in the background on the activity you already have. Your advisors do not run it; they receive it.
01
Your clients interact
Conversations in the copilot, portfolio moves, and market events on their holdings, all in the normal course of the relationship.
02
The app reads the pattern
It builds a behavioural profile from those interactions: topics, intent, sentiment, and the symbols they keep coming back to.
03
It scores and categorises
Each signal gets a reason and a temperature, hot or warm, then a ranked place in the queue.
04
Your advisor gets the call list
Who needs them now, why, and what to do, ready before the day starts.
Inside a signal
Who, why, and what to do next.
Who needs you
The client, ranked against the rest of the book.
- A priority score that weighs urgency and recency
- A temperature: hot or warm
- The signal count behind the ranking
Why
The behaviour that triggered it, in plain language.
- A reason: research, attention, opportunity, guidance, or risk
- The observation behind it, grounded in real activity
- Cross-signal synthesis when more than one fires at once
What to do
A specific next step, not a generic nudge.
- A suggested action tied to the signal
- How to open the conversation, and what to avoid
- The channel to use, and the questions to ask
Open one, and the moment is laid out.
The behaviour behind the signal, drawn from how they engage, the read it produced, and the prompt to act: why now, how to engage, and the questions to ask. Enough to pick up the phone with confidence.
A sample client moment
app.nextvestment.com/app/intelligence/client
Marcus Lee
HotAttention NeededUSD 2.4M AUM
Checked his portfolio 37 times across recent conversations, an unusual frequency.
Behaviour profile
Risk-heavy topics, negative-leaning sentiment, from 5 recent conversations.
Briefing
Marcus has raised his portfolio far more than usual since last week's drawdown. The pattern reads as anxiety, not an intent to trade.
Why now
Recent and rising. The activity clusters in the last few days, not background noise.
How to engage
Acknowledge the concern before offering solutions. Lead with reassurance, not numbers.
Helpful questions
- What's on your mind about the recent moves?
- Has anything changed in your plans or timeline?
Watch out: Opening with performance data can read as dismissive. Start with how he's feeling.
For the desk
See the whole book's health.
Not just one advisor. Team managers get a bird's-eye view of where signals are concentrating, which clients are engaged and which have gone quiet, and how the book is performing.
Built for the head of the desk as much as the advisor on it.
A sample book
app.nextvestment.com/app/intelligence
Book Health
Last 30 days18
Signals 7d
50
Signals 30d
6
Hot signals
Up
Week on week
Signals, week on week
Signal temperature
Client engagement
42 of 120 with signals
6 hot, 78 quiet
Portfolio health
USD 214M AUM, +4.1%
9 clients underperforming
Top clients by AUM
Built on your clients. Governed by you.
This runs on your own first-party relationship data, not the public record. So it is held to your rules: each advisor sees only their clients, every read is grounded in real activity, and the platform keeps the audit trail.
Scoped access
Advisors see only the clients assigned to them. Nothing crosses the desk it should not.
Grounded reads
Every signal points back to the real interaction behind it, not a guess.
Full audit trail
What was surfaced, to whom, and when, all logged on the platform.
FAQ
Questions, answered.
What data does it use?
Your own first-party relationship data: client conversations, portfolio activity, and market events on their holdings. Not the public record.
What is a signal?
A flagged client with a reason (research, attention, opportunity, guidance, or risk), a temperature (hot or warm), the behaviour behind it, and a suggested next step, ranked against the rest of the book.
Where do signals come from?
From rules over portfolio holdings and market events, plus a behavioural profile built from each client’s conversations: the topics they raise, the sentiment behind them, and the symbols they keep returning to.
Do advisors see each other’s clients?
No. Each advisor sees only the clients assigned to them. Every read is grounded in a real interaction, and the platform keeps the audit trail.
Does it tell advisors what to do?
It surfaces who needs them now and why, with a suggested action, how to open the conversation, the questions to ask, and the channel, drawn from the signal.
Is it built into our app?
Yes. It is the Intelligence workspace your advisors already work from, alongside the rest of the platform.
Part of the Nextvestment platform. Recognised by
Cover your whole book like your top ten.
See it run on your own book. Book a walkthrough and we will show you the signals already sitting in your activity.