Nevis Workflows: Automate Your Back Office End to End

How wealth management firms use Nevis Workflows to automate middle and back office processes end to end, so operations scale without adding headcount.

At Nevis, we work with wealth management firms whose operations run on dozens of repeatable processes. Opening an account, moving money, updating client records, and preparing documents for signature each touch several systems: the CRM, custodians, email, document management, and e-signature platforms. In our conversations with our customers, the same problem comes up. Operations teams spend much of their day moving data between systems by hand, and every manual step adds time and the chance of an error.

We built Nevis Workflows to take that work off their desks. Workflows is a no-code workflow builder that lets firms connect their systems and automate middle and back office processes from start to finish, without building the integrations or workflow logic themselves. Operations teams spend less time on re-entry and reconciliation, advisors get faster turnaround for their clients, and firms grow without adding operational headcount.

Connect Your Firm's Systems Through Nevis

Nevis connects directly to a firm's core systems through APIs and native integrations: CRMs, custodians, portfolio management systems, document platforms, and DocuSign. Nevis sits across the technology stack as an orchestration layer. Data moves between systems automatically as a workflow progresses.

Consider an operations lead handling a new account. Nevis pulls the client's details from the CRM and uses them to populate the custodian's account-opening forms. When the custodian opens the account, Nevis writes the account details back to the CRM. No one has to re-enter client data or reconcile records across systems after the fact.

Operations teams spend less time on manual data entry, and compliance teams work from records that stay consistent across every system.

Automate Processes End to End with Nevis Workflows

At its simplest, a workflow follows one rule: when X happens, do Y. Firms combine the steps Nevis provides into complete processes, from updating CRM records and filling DocuSign envelopes to drafting client emails and running reconciliation across data. Workflows can add conditions, approvals, branches, data transformations, and AI. AI interprets unstructured information and determines what needs to happen, while the workflow provides the fixed structure that high-trust processes require.

This is how firms handle account opening in a single workflow. When an advisor wants to open a new account, Nevis collects the required client information and populates the relevant custodian forms. It routes the documents for signature, submits the account to the custodian, and creates follow-up tasks for the team. No one has to chase paperwork from one system to the next.

Advisors get accounts opened faster, and operations teams spend their time on exceptions instead of routine paperwork.

Start Workflows from Client Conversations

A workflow does not have to start with a form or a button. Nevis can start one from new context, such as a request a client makes in a meeting. A team member reviews and approves each workflow before Nevis acts on it.

Consider an advisor meeting with a client who says they need to withdraw cash. The Nevis AI notetaker captures the request and the details from the conversation. Nevis uses that context to start the money movement workflow and presents the proposed steps to an associate advisor for approval. Once approved, Nevis completes each step through to the end. No one has to turn meeting notes into a service request or start the process from scratch.

Advisors stay focused on the client, client service administrators act on requests the same day, and every action has a named approver.

Scale Your Firm with Confidence

We are building Nevis as the operating system for wealth management, and Workflows is part of that foundation. It gives firms one place to run middle and back office processes across the systems they already use. Workflows is available today to firms on the Nevis.

Firms spend 20 to 30 percent of revenue on manual administrative work. Our goal is to remove that work so advisors can spend more time with clients. Some Nevis customers have frozen hiring in their middle and back office, growing the business without growing operational headcount. Workflows makes that possible across every office and team.

If you're not a Nevis customer yet and want to see how this works for your firm, request a demo.