AI Wealth Management That Feels Human

Scale wealth management without losing the human touch. Give clients smart AI tools—and bring in your advisors when it really counts.

Enterprise-Grade Compliance
Deploy in Weeks
1.8x Client Portfolio Growth

Meet your AI-native
Wealth Management Suite

AI Agent

NXT answers your client investment questions with human-quality service

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With powerful tools that empower
both clients and advisors

Powerful Tools

Turn client data into actionable growth opportunities

360° Portfolio View
Industry Challenges

Modern Wealth Management Made Simple

See how we help financial institutions overcome their biggest challenges

Advisor Productivity

Do more with less

Your advisors are spending too much time on routine tasks. Imagine what they could achieve if they could focus on what matters most: building client relationships.

Client Capacity Limits
Manual Overload
Service Compromises
Time pressure on advisor productivity
Legacy systems represented by an old computer
Digital Transformation

Legacy tech shouldn't hold you back

Ready to move faster? Your current systems are slowing you down. Modern clients expect digital-first experiences, and your team deserves better tools.

Aging Infrastructure
Integration Headaches
Compliance & Innovation

Stay compliant, stay innovative

Compliance doesn't have to slow you down. Turn regulatory requirements into a competitive advantage with technology that keeps you ahead of the curve.

Handle Regulatory Complexity
Reduce Launch Delays
Regulatory oversight represented by surveillance cameras
Benefits

This is the start of something new

Transform how you deliver wealth management. Our AI-native platform helps you scale personalized service while maintaining the human touch that your clients value.

65%More Time

Advisor time spent with clients

28%Reduction

In operational overhead

92%Satisfaction

Client satisfaction rate

1.8xGrowth

Average client portfolio growth

Ready to Get Started?

Join leading financial institutions already using Nextvestment to deliver exceptional wealth management experiences.