Advisor copilot
Meeting prep, summaries, action items, compliance-aware.
Industries
Fintech — Wealth Management
Advisory, research, rebalancing, and risk — operationalized.
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Agents that augment advisors and analysts — from client-ready summaries to governed Text2SQL on portfolio data.
Capabilities
What we build
Research synthesis
Earnings, filings, and news condensed with citations.
Rebalancing
Drift detection, tax-aware suggestions with approvals.
Risk & attribution
Governed Text2SQL on portfolio warehouses.
Outcomes
Measured results
Text2SQL
Governed data access
5
Production agents
Hours
Saved per advisor weekly
Why nexgts
Why teams pick us
- RIA & broker-dealer compliance fluent
- Integrates with Addepar, Orion, BlackDiamond
- Cited and reversible by design
Use cases
Where it fits
Advisor productivityPortfolio analyticsResearch desksCompliance surveillance
Ready to put Fintech — Wealth Management into production?
We scope, build, and operate — usually in weeks, not quarters.
Start a conversation