Nevis saves advisors 10 hours per week at $25B AUM RIA

Nevis has transformed the way our advisors work. There is a significant uplift in time savings and opening up of capacity for advisors using Nevis.

– Jim Rivers, President of United Capital

About United Capital

United Capital Financial Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission. United Capital provides comprehensive financial planning and investment management designed to help clients make confident decisions today while preparing for tomorrow. The firm oversees approximately $25 billion in assets (as of December 2025), supports more than 150 financial advisors, and serves clients through a network of 50+ offices across the United States.

The Opportunity

When Jim Rivers was appointed as President of United Capital, he knew technology was fundamental to the business. United Capital has always been a tech-forward firm, and since inception had a suite of technology tools to help advisors, known as FinLife tools. With advisors' time bogged down by administrative tasks and switching between disparate systems, Jim saw an opportunity to introduce new technology. Nevis proved to be the right partner, offering an all-in-one platform built to automate operational workflows.

The Solution

In a pilot launched in November 2025, Nevis was rolled out to over 50 financial advisors across 10 teams at United Capital. By the beginning of 2026, Jim agreed to roll Nevis out to all United Capital offices.

The results speak for themselves:

• 10 hours saved per week. Early signs that advisors are using time saved to focus on business development and deepening relationships with clients.
• More than 80% of advisors use Nevis on a daily basis.
• Nevis is replacing legacy workflows. 75% of new tasks in a given week are created automatically by Nevis.

Nevis is reshaping how I spend my time and my mental energy. I am easily saving an hour a day using Nevis and it's quick and easy right in front of me.

The key to Nevis becoming a daily habit for the majority of advisors in the pilot program are:

• Unified workflow consolidation: Nevis eliminated the inefficiency of disconnected tools and processes by integrating disparate workflows into a single, cohesive platform. Advisors no longer had to toggle between multiple applications for notes, tasks, and meeting recordings.
• AI-powered automation: With automated task generation, smart meeting prep, and AI search, advisors were able to turn client interactions into clear tasks, get intelligent briefs, and find relevant information instantly.
• Always-on client context: By placing critical client data and context directly within the workflow, Nevis ensured that advisors had the information they needed exactly when they needed it, making every interaction more informed and productive.

The Impact

The transformation goes beyond saving time for advisors. As one advisor in the pilot program noted, "one of the things that Nevis isn't replacing is the heart of what I do as an advisor. My judgment, the trust, the empathy that I bring to the meeting, that is me. Nevis allows me to be more present and allows the follow through and action items to be efficient and expedient." Jim sought a tech-forward, unified solution to help improve advisor efficiency and productivity and found a partner in Nevis.