Key results
Result highlights
The story
An AI platform for wealth management supporting Registered Independent Advisors who collectively manage more than $50 billion in client assets.
Financial advisors spent up to 80% of their time on administrative work, with staff at one firm dedicating up to five hours daily to manual CRM entry...
Quotes
“Each of our advisors spends 1-2 hours each day managing data input into our CRM. Then each member of our ops team spends 2-3 hours each day inputting that information into our custodial platform. Nevis is fixing that. It's a strategic step forward for our growth.”
The company
Nevis
neviswealth.comNevis is an AI platform for wealth management that helps financial advisors and their teams automate core workflows — like meeting prep and account opening — supercharging teams to spend more time with clients and less time on admin.