An AI navigator for financial advisors to grow AUM - without burning out.
From client email
“I've been comparing your fees with some other advisors and wondering if we can discuss this...”
→ Schedule value review meeting to address fee concerns
Client (00:05:12)
“I just switched jobs and my old 401(k) is still sitting there.”
AI-Detected Upselling Opportunity
→ Discuss rollover IRA or consolidating retirement assets.
Salesforce
ConnectedClient data synced successfully
Your AI Meeting Assistant
Upselling Opportunities & Insights
Identifies opportunities in real-time during client conversations
LIVE MEETING
Client (00:13:45)
“My daughter just got accepted to college.”
Client (00:14:22)
“I'm worried about market volatility.”
AI Suggested Talking Points
→ “Let's explore options for a 529 plan to help with your daughter's college expenses.”
→ “For your market volatility concerns, we could discuss adjusting your asset allocation...”
Your Workspace
Meeting Preparation
Recommended because meeting tomorrow
Meeting Topics
30-minute meeting with Sarah Johnson - Portfolio Review
AI: Portfolio increased by 5% with Vanguard Wellington (+2.10% monthly) and DFA Global Allocation (+2.50% monthly) performing well.
AI: Review retirement goal ($1.5M by age 60) and second home purchase (in 5 years). Assess alignment with current strategy.
AI: Discuss reinvestment options for matured $59,389 fixed-term note and implications of recent move to Boston.
AI: Review strong corporate earnings reports and potential Federal Reserve interest rate cuts relative to investment strategy.
Security & Compliance
Protecting your clients' sensitive data with industry-leading security standards.
SOC 2 Type II Compliance
Our platform is SOC 2 Type II certified, ensuring your data is managed with the highest standards for security, availability, and confidentiality.
HIPAA Compliant
We maintain strict HIPAA compliance for protecting all personal health information, with comprehensive safeguards for data privacy.
Data Encryption
All sensitive data is encrypted both in transit and at rest using industry-standard AES-256 encryption for maximum security.
Powerful Integrations
Nexhelm AI connects with all your favorite tools to create a seamless workflow for managing client relationships.
Salesforce
CRMSync client data, meetings and opportunities
HubSpot
CRMImport clients and automate marketing flows
Zoom
MeetingsAI-assisted client video meetings
Gmail and Calendar for client communication and scheduling
Microsoft Teams
CommunicationTeam collaboration and client meetings
And Many More
We're constantly adding new integrations to enhance your workflow and make client management seamless.
See Nexhelm AI in Action
What Advisors Are Saying
Financial advisors across the country are transforming their practices with Nexhelm AI.
Nexhelm AI has transformed my practice. I can now serve 3x more clients while providing deeper insights.
Michael Chen
Senior Financial Advisor
The meeting assistant has become my secret weapon. My clients are amazed at how prepared I am for every conversation.
Sarah Rodriguez
VP of Client Services
As a solo advisor, I was drowning in admin work. Nexhelm AI handles my CRM updates and follow-ups automatically.
David Patel
Independent Advisor