For advisors

Know your entire book the way you know your top 10 clients.

Stop reacting to clients. Start anticipating them. Nextvestment tells you who needs attention, what's changed, and what to do — before they call you.

Start free — no credit card required

Your data stays yours. Bank-level encryption. Built for fiduciary advisors.

Advisor dashboard showing 41 clients need your attention today

Recognised by

SC Ventures

SC Ventures

Winner 2026

WealthTech100

WealthTech100

2025 Winner

Finovate Spring 2026

Finovate Spring 2026

Presenter

Now available to independent advisors in the US.

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.

Advisor dashboard showing prioritised client list

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.

Client intelligence overview with AI brief

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.

Invite client via QR code

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.

  1. 1Sign up free — takes 2 minutes
  2. 2Connect your portfolio via Plaid
  3. 3Invite clients when you're ready
Start your 90-day free trial

After 90 days, we'll be in touch about next steps. 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 free

Or reach out directly

Michael Davies · CEO

michael@nextvestment.com

Annabelle Lin · CRO

annabelle@nextvestment.com