Intelligent Financial Conversations
Real-time dialogues that adapt to each client's goals and market conditions.
Client Profiling & Sentiment Analysis
Build rich client profiles and adapt advice based on emotional cues and engagement patterns.
Smart Follow-Ups
Automated prompts that uncover deeper insights and reduce manual discovery.
Live Portfolio Insights
Track performance metrics and risk factors in real time—no lag, no missed opportunities.
Diversified portfolio with strong tech presence and crypto exposure
Allocation
Nextvestment's platform is built from the ground up to unify Generative AI, Portfolio Management, and Compliance within a single, scalable architecture. Our mission is to empower Financial Institutions, Family Offices, and Individual Advisors to deliver real-time, proactive wealth guidance—without compromising on security or usability.
Generative AI Engine
Our engine integrates Retrieval-Augmented Generation (RAG) and specialized data pipelines to provide real-time, fact-based financial insights with every interaction.
A blend of large language models with a vetted financial knowledge base—from market data to your institution's own research.
By retrieving authoritative sources before generating responses, our engine minimizes AI hallucinations, keeping advice reliably grounded in verified information.
Secure, streaming APIs that ingest live market data, client portfolio details, and regulatory updates—processed in near real-time.
You get constantly updated intelligence, enabling swift, data-driven decisions without manual data wrangling.
AI-driven dialogue adapts to each client's sentiment, risk tolerance, and profile, providing tailored guidance or deeper education on-demand.
Scale a high-touch advisory experience, reducing repetitive advisor tasks while boosting client satisfaction and loyalty.
Each recommendation includes audit trails showing data sources and reasoning paths, backed by automated compliance checks.
In regulated financial contexts, explainability fosters trust—clients, auditors, and regulators see exactly how and why each insight was generated.
Portfolio Management Suite
Nextvestment consolidates all key portfolio tasks—creation, tracking, optimization, and reporting—into a single, intuitive interface.
Get a live view of portfolio performance metrics, asset allocations, and risk factors, all updated in real-time. Nextvestment's monitoring tools deliver instant access to the data you need, enabling faster and more informed decisions.
Real-time insights let you act quickly, minimizing risk and capturing growth opportunities before they pass.
Our analytics tools provide a clear, interactive view of portfolio allocations across asset classes, sectors, and geographies. Identify imbalances and diversification opportunities with just a glance.
Clear allocation visuals communicate portfolio composition more effectively making it easier to identify areas for improvement.
Diversified portfolio with strong tech presence and crypto exposure
Allocation
Compliance & Security
We recognize that trust is vital in finance. Our platform integrates automated compliance checks and robust security features at every layer.
Enterprise Security
Bank-grade encryption and security measures to protect sensitive data.
Compliance Controls
Built-in compliance checks and audit trails for regulatory requirements.
Secure Authentication
Multi-factor authentication and token-based access to ensure only authorized users can access sensitive information.
Data Encryption
End-to-end encryption for data at rest and in transit, ensuring data integrity and confidentiality.
Real-Time Monitoring
Continuous monitoring of systems to detect and respond to security threats in real-time.
Audit Trails
Comprehensive logging of all user activities for accountability and compliance.
Customization & Integrations
Whether you need to white-label the platform under your brand or integrate with existing CRMs and portfolio systems, Nextvestment's modular design simplifies deployment.
Data Available
Fundamental Data
- Balance Sheet: Access to a company's assets, liabilities, and shareholders’ equity.
- Income Statement: Details on a company's revenues and expenses over a specific period.
- Cash Flow Statement: Information on cash and cash equivalents moving into and out of a business.
- Earnings: Data on EPS estimates and actuals, along with earnings surprises.
- Dividends: Records of dividend payments made by companies over the past decade.
- Splits: Information on stock split dates and factors over the past decade.
- IPO Calendar: Details on past, current, and upcoming initial public offerings.
- Key Executives: Information about individuals at the highest management levels within an organization.
- Insider Transactions: Records of trading activities performed by company insiders.
- Institutional Holders: Data on the proportion of a company's stock owned by institutional investors.
- Fund Holders: Information on mutual fund holdings of a company's stock.
- Direct Holders: Details on stocks owned directly and recorded in the company's share registry.
IMF Data
- GDP: Gross Domestic Product data from the IMF.
- Inflation: Inflation data from the IMF.
- Population: Population data from the IMF.
- External Sector: External sector data from the IMF.
- Labor Market: Labor market data from the IMF.
- Government Finance: Government finance data from the IMF.
Market Data
- Stocks: Real-time and historical data for U.S. and international equities across over 250 exchanges.
- Forex (FX): Data for thousands of currency pairs, including major, minor, and exotic pairs.
- Cryptocurrencies: Comprehensive data from over 180 cryptocurrency exchanges, covering a wide range of digital assets.
- ETFs and Mutual Funds: Detailed information on exchange-traded funds and mutual funds from global markets.
- Indices: Data on major global indices, serving as benchmarks for market performance.
Oscillators
- MACD: Moving Average Convergence Divergence
- MACDEXT: MACD with controllable MA type
- STOCH: Stochastic Oscillator
- STOCHF: Fast Stochastic Oscillator
- RSI: Relative Strength Index
- STOCHRSI: Stochastic RSI
- WILLR: Williams %R
- ADX: Average Directional Index
- ADXR: Average Directional Movement Index Rating
- APO: Absolute Price Oscillator
- PPO: Percentage Price Oscillator
- MOM: Momentum
- BOP: Balance of Power
- CCI: Commodity Channel Index
- CMO: Chande Momentum Oscillator
- ROC: Rate of Change
- ROCR: Rate of Change Ratio
- AROON: Aroon
- AROONOSC: Aroon Oscillator
- MFI: Money Flow Index
- TRIX: Trix
- ULTOSC: Ultimate Oscillator
- DX: Directional Movement Index
- MINUS_DI: Minus Directional Indicator
- PLUS_DI: Plus Directional Indicator
- MINUS_DM: Minus Directional Movement
- PLUS_DM: Plus Directional Movement
Moving Averages
- SMA: Simple Moving Average
- EMA: Exponential Moving Average
- WMA: Weighted Moving Average
- DEMA: Double Exponential Moving Average
- TEMA: Triple Exponential Moving Average
- TRIMA: Triangular Moving Average
- KAMA: Kaufman's Adaptive Moving Average
- T3: T3 Moving Average
Hilbert Transform
- HT_TRENDLINE: Hilbert Transform - Instantaneous Trendline
- HT_SINE: Hilbert Transform - Sinewave
- HT_TRENDMODE: Hilbert Transform - Trend vs Cycle Mode
- HT_DCPERIOD: Hilbert Transform - Dominant Cycle Period
- HT_DCPHASE: Hilbert Transform - Dominant Cycle Phase
- HT_PHASOR: Hilbert Transform - Phasor Components
Volatility Indicators
- SAR: Parabolic SAR
- TRANGE: True Range
- ATR: Average True Range
- NATR: Normalized Average True Range
Volume Indicators
- AD: Accumulation/Distribution Line
- ADOSC: Accumulation/Distribution Oscillator
- OBV: On Balance Volume
Bands and Channels
- BBANDS: Bollinger Bands
- MIDPOINT: Midpoint over period
- MIDPRICE: Midpoint Price over period
Get up and running quickly with our modular implementation approach.
Full control over branding elements—colors, logos, language.
Seamless data sharing between Nextvestment and your existing tech stack.
Dynamically scale resources to accommodate thousands—or millions—of users simultaneously.