The next best action,
across your whole book.
Nexus reads every account, learns what matters to your practice, and surfaces the decisions that need you now — ranked, explained, and traceable back to the evidence.
Portfolio Studio is free to use. Nexus is free to try — 30 days or 50 AI requests, whichever comes first.
- Hollis Family TrustEquity drifted 6.4pts above mandateProtect
- Okonkwo, AdaezeNo contact in 214 days · review overdueRetain
- Vasquez Holdings LLC$412k held away, now visibleGrow
- Brennan, Michael & RuthOn track · 529 funding pace nominalOn-track
Rebalance Hollis Family Trust back to the 60/40 mandate
Equity ran to 66.4% against a 60% target after the Q2 rally. The IPS band is ±5pts; the drift crossed it 11 days ago and has widened since.
Four vitals, one read on the practice.
Protect, Retain, On-track and Grow translate account detail into a health read you can scan in a second — for one household or the whole book. Upside is tracked apart from risk, so opportunity never masquerades as danger.
A missing plan reads as a prompt to act, not a fabricated zero. Nexus would rather show you an honest gap than a confident guess.
Grow needs a funded goal on file. Nexus won't infer one.
From signal to next best action
Next Best Actions
Dozens of signals per client, distilled into a short, ranked list of what to do next. Lead with the action; the evidence is one click away.
Vital Signs
Protect, Retain, On-track, Grow — the health of your practice at a glance, not just account balances buried in statements.
Attention Queue
Who needs you now, and why. Clients surface themselves in priority order; you decide where your hours go.
Meeting Prep
A composed brief for your next meeting in seconds — what changed, what to raise, and what to watch, ready before you sit down.
Signals That Matter
Mandate drift, performance lag, asset location, goals slipping, held-away assets — caught automatically and ranked by relevance.
Compliance & Oversight
An auditable trail behind every insight. Nothing fabricated — a missing number reads as an honest —, never a guess.
Start with the free half. Add Nexus when it earns it.
- Portfolio builder and allocation analysis
- Macro, sector and security explainers
- Reports and market news
- Everything in Portfolio Studio
- Next best actions across your whole book
- Vital Signs and the attention queue
- Meeting prep and the Nexus agents
- AI article summaries and research
- Auditable evidence behind every insight
We set you up on your own book and walk you through it.
Recommendations you can stand behind.
Every recommendation shows its work — the finding that triggered it, the evidence behind it, and the reasoning that ranked it. Because your clients' outcomes can't come from a black box, neither does Nexus.
See your book the way Nexus does.
Spend less time hunting through accounts and more time advising.