This assistant is an intelligent investment recommendation assistant that optimizes personalized portfolio construction to mitigate risk and volatility, detects portfolio imbalances and automates compliance.
This assistant guarantees compliance by identifying the need to rebalance and applying investor mandate and firm compliance rules to all recommendations. It personalizes portfolios for every client, optimizes portfolios for performance and risk, saves time by streamlining the entire portfolio management process from mandate and construction, through to rebalancing, recommendations and execution.
Ultimately, it helps advisors better service their clients and remain compliant, building loyalty and trust.
Use KYC, IPS and disparate data feeds to establish a comprehensive mandate.
Enables multi-dimensional scoring by client tier, urgen-cy, and type of recommendations
Matches the firm and client risk tolerance
NexJ Nudge-AI boosts advisor performance to drive customer success, prioritizing interactions while providing advisors the flexibility to focus on key metrics.Download Nudge-AI Suite Brochure
Our partners benefit from access to a range of training and resources for customer acquisition, implementation, operations, and ongoing support of our mutual clients. To learn more about our partner program, visit our website.