The AI coworker
that helps you grow AUM,
not headcount
Automate advisor workflows, ensure regulatory compliance, and scale operations with the only AI platform built specifically for fiduciary standards.
The Enterprise Standard
Built on three pillars of operational excellence, designed specifically for the complexities of wealth management.
Intelligent Request Detection
Our proprietary Intent Engine analyzes unstructured data from emails, meetings, and calls to identify client requests with 99% accuracy.
- Natural Language Processing
- Context Awareness
- Multi-channel Ingestion
Compliance-First Automation
Tasks are dynamically generated based on your firm's working style, while taking into account compliance policies and regulatory requirements.
- Dynamic Rule Engine
- Regulatory Mapping
- Audit Trail Generation
Integrated Execution Platform
Seamlessly execute actions across your entire tech stack—CRM, Custodian, and Document systems—without leaving the platform.
- 1-click approval
- API Orchestration
- Unified Dashboard
Measurable ROI for
Enterprise Firms
Our platform doesn't just promise efficiency; it delivers measurable impact on your bottom line and operational risk profile.
In an industry where margins are under pressure and regulatory scrutiny is at an all-time high, operational efficiency is no longer a luxury—it's a survival requirement. Nexhelm empowers your firm to scale assets under management without a linear increase in headcount, effectively decoupling growth from overhead.
Security & Compliance
Built for enterprise security standards and regulatory compliance from day one.
SOC 2 Compliance
Nexhelm AI is SOC 2 Type 1 compliant, with Type 2 certification in progress.
Comprehensive Audit Logs
Full transparency with automatic audit trails for every workflow and action, ensuring regulatory compliance out-of-the-box.
- Complete Activity History
- Exportable Reports
- Real-time Monitoring
Role-Based Access Control
Granular permissions tailored to advisors, operations staff, compliance officers, and administrators.
- Custom Permission Sets
- SSO Integration
- Multi-Factor Authentication
Seamless Integrations
Connect with the tools your team already uses
