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Your data, connected

Nevis unifies the systems your firm already relies on, so your data finally works together.

Nevis works with the tools your team already uses

Native connections to the systems your firm runs on, no migration required.

Client data in one place

Nevis normalizes data across every connected system, so your firm works from a single, consistent view of every client.

Integrate new firms faster

Nevis cuts advisor transition time by 85%, moving books of business between systems without the usual manual lift.

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Your data, secured

Your client data is protected by Nevis with world-⁠class security, robust controls, and enterprise-⁠grade data privacy.

  • Audited & tested

    Nevis is SOC 2 Type II compliant — independently audited to verify our security and data-protection controls operate effectively over time.

  • Enterprise-grade AI

    Nevis has enterprise-level agreements with leading AI providers including OpenAI and Anthropic, ensuring enhanced data privacy, compliance and security measures.

  • Protected by design

    Nevis never uses your private data to train or update AI models, guaranteeing complete confidentiality and full control over your client information.

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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
    Customer story