A single AI platform
Nevis unifies the systems your firm already relies on, so your data finally works together.
Capture every moment
Nevis takes meeting notes and transcripts natively, fully compliant and fully customizable to how your firm operates.
A meeting recording in progress: 4 participants, 12:43 elapsed
Good afternoon, Richard, Amanda. Great to see you both again. How have you been?
Doing well, thank you. It’s been a busy month, but overall good.
Yes, we just came back from California. It was a great trip.
That sounds wonderful. Did you get some good weather?
- Agreed to move forward with grandchildren’s education trust.
- Confirmed Florida property purchase likely mid-September.
- Raised interest in renewable energy private equity opportunity.
- Confirmed estate planning documents are due for update.
- Reviewed July performance: equities +3.2%, healthcare +1.1%, fixed income stable, emerging markets -0.4%.
- Recommended $50,000 initial contribution to grandchildren’s trust.
- Proposed 5% increase in fixed income allocation.
Every task, in one place
Nevis automatically generates tasks from recorded meetings and emails so nothing falls through the cracks.
Email that writes itself
Nevis drafts personalized client emails and follow-up tasks directly from the conversation, so advisors respond faster without starting from a blank page.
can defnitely make it done by eow. lmk if questions
Work together, in real time
Teams share notes and tasks natively in Nevis, so nothing gets lost between the advisor, the associate, and the back office.
We discussed the value of incorporating charitable giving into their estate plan, both to support causes important to the family and to take advantage of potential tax benefits. David and Elizabeth expressed interest in exploring a donorMike Whiteaker-advised fund as a flexible tool for future philanthropic contributions.Mike Whiteaker
In addition, we reviewed the importance of maintaining up-to-date legal documents, including wills, powers oEmily Parkerf attorney, and healthcare directives. EnsuringEmily Parker these are current and aligned with the trust’s provisions will help avoid conflicts and ensure that the Thompsons’ wishes are clearly carried out.
Did David mention if he wants to keep the bond allocation as-is, or is he okay with us adjusting that too?
Just talk to Nevis
Advisors can speak directly to Nevis to write notes, assign tasks, or trigger workflows, no typing required.
Put agents to work
Nevis Agents run in the background, handling repeatable work so advisors can focus on clients.
Stay on top of your firm
Dashboards give leadership visibility into adoption, activity, and growth across every team.
Nevis works with the tools your team is already using
Native connections to the systems advisors rely on every day.
