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Automate workflows, end-⁠to-⁠end

Accounts opened, automatically

Native integrations with Schwab and Fidelity let firms open custodial accounts with no manual work

Trigger
New client added
AI onboarding agent
Analyze client details and determine the onboarding path.Sources:ZoomOutlookSalesforce
Loop
Fill Schwab custodian form
Complete the Schwab custodial account opening form using the client’s information.
Fill Fidelity custodian form
Complete the Fidelity custodial account opening form using the client’s information.

Money moves, automatically

Transfers and distributions run through Nevis with built-⁠in checks, cutting turnaround time and manual review.

Send to Docusign
Send all forms and IMAs for review and signature.
AI compliance check
Screen the transfer against AML rules and account thresholds.
Initiate funding transfer
Pull the initial deposit from the client’s linked bank account.

Maintenance that runs itself

Address changes, beneficiary updates, and routine account maintenance happen automatically, without pulling advisors off client work.

Confirm account funding
Reconcile with the custodian and confirm funds have settled.
Upload documents to Box
Save all relevant account documentation to Box
Update client record in Salesforce
Update the client profile with onboarding status and account details.
Send email in Outlook
Hi {Client › FirstName},Your account setup is now underway. The next step is to fund the account so we can begin managing your portfolio.You can fund the account by transferring funds from your bank or by moving assets from an existing investment account.

Integrate new firms faster

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

Days with Nevis
14
Days without Nevis
90

Fully configurable

Firms configure their own workflows to match how they actually operate. It’s a no-⁠code solution that takes your internal processes and automates them end to end.

Deployment support

Nevis works hand in hand with every customer to build the workflows your systems need, from day one.

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