Pricing built around rollout
Nexhelm is scoped around the workflows, systems, teams, and controls your firm needs, not a generic seat-based model.
Pricing reflects the concrete value Nexhelm can unlock
Start with one workflow
Pilot one high-friction workflow or team first.
Expand to more teams
Add advisors, operations, and compliance as rollout grows.
Add systems and controls
Bring in more integrations, approvals, and governance when needed.
Two ways to get started
Most firms start with a pilot. Broader deployments move into a custom enterprise rollout.
Pilot
A guided 30-day free pilot to evaluate Nexhelm in real operating conditions.
Three priority workflows
Hands-on onboarding and white-glove support
Full evaluation of capture, routing, approvals, and execution
Enterprise
A broader rollout for firms standardizing execution across teams, integrations, and control environments.
Multi-team deployment across advisors, ops, and compliance
Custom integrations, workflows, and governance design
Security, procurement, and trust review support
Dedicated implementation partnership
Questions teams ask before rollout
What does the pilot include?
The pilot is a guided 30-day evaluation for three priority workflows, with white-glove support and full workflow execution capabilities during the evaluation period.
Can we start with one workflow and expand later?
Yes. Many firms start with onboarding, service requests, or internal operations and then expand once the first workflow is working well.
How does pilot access work?
Pilot access is for qualified wealth management firms. We review the firm and use case, then activate approved accounts after a short qualification step.
What happens after the pilot?
If the pilot proves out, we scope ongoing deployment based on workflows, integrations, team coverage, expected usage, and governance requirements.
Do you support enterprise security and procurement review?
Yes. Nexhelm supports trust review, permissions, governance, and deployment planning for enterprise buyers.
Ready to scope a pilot or broader rollout?
Start with a qualified pilot request or walk through your workflows, integrations, and governance needs with the Nexhelm team.
Pilot access is reviewed for qualified wealth management firms before activation.