Deploy thousands of agents
Nevis Agents work around the clock, so your team can focus on client relationships and growth.
Client information at your fingertips
Agents have permissioned access to your full data set and can run analysis across your entire book of business in seconds.
Opportunities found before you look for them
Nevis agents surface new prospect opportunities and flag changes in client behavior, so advisors are always ahead of the work.
Agents that scale across your firm
Build repeatable agents for meeting prep, information collection, and handle the repeatable work every advisor faces.
Meeting prep
Builds a client brief before every meeting
Ran 1,204 times
Quarterly review pack
Assembles agenda, performance and open tasks
Ran 212 times
Client onboarding
Collects documents and opens accounts
Ran 164 times
Estate document check
Verifies beneficiaries and entity documents
Ran 149 times
Trade error review
Reconciles breaks and drafts the memo
Ran 97 times
High cash review
Flags accounts holding above target cash
Ran 638 times
Meeting follow-up
Drafts the recap and follow up tasks
Ran 341 times
RMD tracking
Surfaces clients nearing their deadline
Ran 268 times
Held-away accounts
Refreshes balances from outside custodians
Ran 74 times
The right model, every time
Nevis integrates with leading AI vendors, including Anthropic and OpenAI, to give your firm access to the best models at the best price.
- Claude Sonnet 5
- Gemini 3.7 Flash
- OpenAI GPT-5.6 Terra
- Claude Haiku 4.5
- Meta Muse Spark
- OpenAI GPT-5.6
- Claude Opus 5
- Gemini 3.1 Pro
- ElevenLabs Scribe v2
- OpenAI GPT-5.6 Sol
- Claude Fable 5
- Meta Muse Glimmer
Trusted by the most ambitious wealth firms
Nevis powers the fastest growing wealth management firms. Hear what our customers say.
Nevis has completely transformed our technology stack, updating it for the future with critical AI-enabled features that are having a meaningful impact on how we do our jobs every day and serve our clients.
Jim RiversPresident of United Capital