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What is Nextvestment?
Nextvestment provides an advanced AI-native investment platform engineered for both wealth management professionals and institutional investors. It aims to integrate the capabilities of artificial intelligence with portfolio management and compliance functionalities within a unified, scalable system. This platform allows wealth managers to scale their services efficiently while maintaining personalized client interactions through smart AI tools, bringing in human advisors for critical moments.
For investment research teams, Nextvestment offers AI-powered tools designed to accelerate the process of moving from data research to actionable insights. The platform utilizes generative AI, specifically RAG-powered intelligence combined with large language models (LLMs) and vetted financial data, to deliver real-time context-aware insights and uncover relevant market signals. It features portfolio analytics, AI-driven client engagement, enterprise-grade security, live data pipelines, and comprehensive research tools to support informed decision-making.
Features
- Generative AI: RAG-powered intelligence combining LLMs with vetted financial data for real-time insights.
- Portfolio Analytics: Real-time performance metrics and interactive allocation analysis tools.
- Smart Engagement: AI-driven dialogue that adapts to each client's profile and preferences.
- Enterprise Security: Bank-grade encryption with automated compliance checks and audit trails.
- Live Data Pipelines: Real-time market data integration and streaming portfolio updates.
- Research Tools: AI-powered analysis for rapid transition from research to insights.
Use Cases
- Scaling wealth management services with personalized AI client tools.
- Empowering investment research teams with AI for faster insights.
- Providing clients with AI-driven investment tools and insights.
- Improving advisor efficiency through AI-powered research and analysis.
- Enhancing client communication with adaptive AI dialogue.
- Ensuring compliance and security in investment processes.
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