Nextvestment

Nextvestment is an AI-powered investment platform designed to bring institutional-grade tools to everyday investors and wealth managers. It uses advanced AI and real-time financial data to deliver insights, portfolio analysis, and personalized advice—making investing smarter, easier, and more accessible.

Key Features

• AI Financial Assistant: Ask questions in plain language (“What’s my asset allocation?”) and get personalized investment insights.
• Portfolio Dashboard: View live performance, asset breakdowns, and risk metrics across all your accounts.
• Multi-Account & Cross‑Asset Support: Connect stocks, crypto, private equity, and more—manage everything in one place.
• Compliance & Security: Built for professionals—secure, encrypted, compliant, with audit trails and advisor handoff capabilities.

Use Cases

• DIY Investors: Perfect for individual investors wanting clear, expert-level insights without jargon.
• Wealth Advisors: Helps advisors scale personalized advice while maintaining compliance and efficiency.
• Team Research: Ideal for analyst teams needing fast, reliable portfolio research and market context.

Technical Specifications

• Generative AI Engine: Uses Retrieval‑Augmented Generation (RAG) to combine AI with live verified financial data.
• Real-Time Data Streams: Instant updates on market moves and portfolio changes.
• Cloud-Based & Modular: A secure web platform with flexibility to plug into existing advisor systems via APIs .