For advisors
Know your entire book the way you know your top 10 clients.
Stop reacting to clients. Start anticipating them. And give every client their own AI — connected to you and their actual portfolio.
Start free — no credit card requiredYour data stays yours. Bank-level encryption. Built for fiduciary advisors.
Recognised by
SC Ventures
Winner 2026
WealthTech100
2025 Winner
Finovate Spring 2026
Presenter
Now available to independent advisors. Currently supporting US brokerage accounts via Plaid.
Designed to support SEC and fiduciary compliance. Every AI response is auditable and grounded in your actual client data — no hallucinated advice.
Your book is too large to hold in your head.
You know your top 10 clients well. The other 40 — you're reacting, not anticipating. A client's portfolio hits a risk threshold, an earnings event moves their largest holding, they've gone quiet for 60 days — and you find out after the fact, if at all. Nextvestment catches those moments before they become problems.
Know who needs you today
Every morning you see a prioritised list of clients requiring attention — flagged by risk, opportunity, or engagement signals. Not a dashboard to interpret. A list to act on.
Get your morning client briefing on your phone. Download on iOS and Android after signing up.
A full brief on every client, instantly
Tap any client and see an AI-generated overview of their portfolio position, recent signals, and a recommended next action. Arrive at every call prepared.
Invite your clients in seconds
Share a QR code or link. Your clients get their own AI copilot on their portfolio. You see everything they're asking and thinking. The relationship gets stronger, not replaced.
Your notes become intelligence.
Add notes after every client call — retirement timelines, concerns about a holding, life changes. Nextvestment ingests them alongside portfolio data to build richer client signals over time. Your notes don't sit in a CRM. They make every recommendation smarter.
Try it on your own portfolio first.
Sign up, connect your accounts via Plaid, and see what Nextvestment shows you about your own holdings in the first five minutes. When you're ready, invite clients. No commitment until you've seen it work.
- 1Sign up free — takes 2 minutes
- 2Start adding client notes — build intelligence from day one
- 3Connect clients via Plaid when you're ready
After 90 days, plans from $49–$149/month based on book size. No surprise charges.
Ready to see it with your own book?
Most advisors connect their portfolio and see their first signals within the first session. Connect via Plaid, try it on your own portfolio, invite clients when you're ready. We'll be at Finovate Spring in San Diego — come find us if you want to see it in person.
Start freeOr reach out directly
Michael Davies · CEO
michael@nextvestment.comAnnabelle Lin · CRO
annabelle@nextvestment.com