Your clients are already asking AI about their portfolios.Make the answer yours.
Personalised, compliant, and built around your advisors. Live in three regulated markets.
Your client
Your brand
Recognised by
One advisor can't be everywhere.
Most wealth institutions ask one advisor to cover hundreds or thousands of clients. So the questions that come up between meetings don't wait for you. They go to ChatGPT, which doesn't know your client, your house, or the rules you work under. And you never hear that they asked.
Where clients turn first when a financial question arises
% of respondents
Responses reflect actions taken when a financial question first arises. Multiple selections were permitted.
Source: Nextvestment client survey.
Now they don't have to be.
One platform across the whole relationship: before the first meeting, in every conversation, and long after.
Before the relationship
Prospect Intelligence
Know the prospect before the first handshake: who they are, what they're worth, and the themes to open with. All from public sources, ready before the meeting.
See Prospect Intelligenceapp.nextvestment.com/app/intelligence/discovery
Building dossier
Assembling the public record
During the relationship
Personalised Conversations
Every client question answered in context. Never off-script, never off-shelf.
- Scoped to your house and approved sources
- Asks before it advises, goal, horizon, risk
- On the record, with a disclosure every turn
Nextvestment
Classified: Contextual · client context applied
Based on your moderate risk profile and 1-3 year horizon: FFLC is 50.8% of your portfolio and down 9.4% this quarter, above the concentration guideline for your profile. Worth reviewing: rebalancing toward your target allocation, or revisiting your horizon.
General information based on your profile. Not a personal recommendation.
Logged · advisor brief generated
Throughout the relationship
Advisor Intelligence
Every interaction builds a behavioural profile from your own client activity. Your advisors see the right client at the right time, with full context.
See Advisor IntelligenceAdvisor 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
The architecture
Compliant by architecture.
Every question is classified before it's answered, as factual, contextual, or a suitability gate. Factual and contextual questions are answered in context; anything that needs suitability is held until it's met, or routed to an advisor. Every turn is on the record.
0.0%
Grounded in source
0.0%
Answer accuracy
0.0%
Right action chosen
The proof
Proven in production.
A regulated wealth platform
Singapore
33,000+
users in the first year.
11%
convert to a trade each month.
3+ min
average session.
An AI copilot embedded in one of Asia's most established trading platforms. Responses constrained to product shelf, house views, and suitability rules, with a full audit trail.
Request the full case study
Every client is heard.
Every advisor sees why.
Speak to us.
We work with regulated institutions across the US, APAC, and Europe. It starts with a conversation about your regulators, your clients, and where the advisory relationship breaks down today.
Or reach out directly
Michael Davies · CEO
michael@nextvestment.comAnnabelle Lin · CRO
annabelle@nextvestment.comFAQ
Questions, answered.
What is Nextvestment?
The AI engagement and intelligence layer for wealth management. It spans the client relationship: Prospect Intelligence before the first meeting, Personalised Conversations during, and Advisor Intelligence throughout, on your existing stack and without re-platforming.
Who is it for?
Regulated wealth institutions, banks, brokerages, and wealth platforms, and the advisors who serve their clients.
Does it replace our advisors?
No. It scales what your advisors do, surfacing which client needs attention and answering routine client questions in context, while the relationship and the advice stay with your people.
Is it compliant and governed?
Client answers are scoped to your house, suitability is asked for before any recommendation, and every conversation is logged. The intelligence runs on permissioned data with scoped access and an audit trail.
How long does it take to deploy?
It runs on your existing data and stack, with no re-platforming. We start with a conversation about your regulators, your clients, and where the advisory relationship breaks down today.