The Financial-Review desk that runs itself
A $1.8B wealth-management RIA turned its hardest weekly workflow — the client Financial-Review packet, hand-assembled from four-plus disconnected systems — into a hands-off Nexhelm protocol. It went from design partner to a paid, partner-approved subscription, and from 3 to 8 seats in about eight weeks.
“Oh my gosh — this is exactly what we wanted. I love the way you mapped it out.”
Before Nexhelm, an associate spent days assembling each ~20-field packet by hand — pulling balances and required distributions from the custodian, reconciling them where systems disagreed, checking the plan and the tax picture, then drafting the agenda from prior notes and every email since the last review. The insight was never the constraint; the assembly was. Nexhelm now maps each field to its real source of truth, builds the finished packet end to end, verifies it, and drops it in SharePoint — before the advisor asks.
| Production | 120 runs · 222 packets · 600,922 records synced · 0 failed. |
| Leverage | One associate now covers 3–4× the client load (≈0.5–0.9 FTE). |
| Cycle time | Days of manual assembly → a ~20-minute hands-off run. |
The bottleneck is not insight. It is execution. Nexhelm removes it.
