The AI coworker that helps you grow AUM, not headcount
Nexhelm AI automates advisor, operations, and compliance workflows to turn client intent into finished, auditable work in minutes.
- Detects client intent from email, meetings, and interactions
- Builds and adapts compliant workflows in real time
- Executes actions across your tech stack with 1-click approval
From Intent to Completion,
Automated and Auditable
Intent Engine
Detects client requests from email, CRM, or meeting notes and understands exactly what needs to be done.
Smart Workflows
Auto-builds and adapts compliant workflows in real time based on your firm's policies and procedures.
Execution Layer
Routes actions across email, CRM, KYC, e-signature, and custodian tools with full audit trails.
Proven Impact,
Real Efficiency Gains
Up to 80%
faster processing time for client requests and workflows
50%
fewer manual errors with automated compliance checks
+6-10 hrs
saved per week per staff member on repetitive tasks
Scale AUM
grow assets under management without adding headcount
Security & Compliance
Nexhelm AI is built for compliance and enterprise security
SOC 2 Compliance
Nexhelm AI is SOC II Type 1 compliant, and SOC II Type 2 certification is in progress.
Audit Logs
Comprehensive audit trails are automatically maintained for every workflow and action, ensuring full transparency and regulatory compliance out-of-the-box.
Access Control
Role-based permissions tailored to advisors, operations staff, compliance officers, and administrators ensure organizational compliance and follow industry best practices.
Powerful Integrations
Nexhelm AI connects with all your favorite tools to create a seamless workflow for managing client relationships.
Zoom
Video meetings with clients
Microsoft 365
Outlook, OneDrive and Calendar access
Gmail, Drive, and Calendar access
Microsoft Teams
Team collaboration and client meetings
Salesforce
Sync client data, meetings and opportunities