Who It's For
Nextvestment is for individual investors and financial professionals. It helps anyone wanting to understand their portfolio better or manage client investments more effectively. It simplifies complex financial analysis for smarter, data-driven decisions.
What You Get
You receive a single dashboard showing all your investment accounts and performance. An AI assistant gives personalized insights, market analysis, and recommendations for assets like stocks, crypto, and private companies globally. You can also upload your own documents for AI-driven analysis.
How It Works
Simply connect your various investment accounts. Nextvestment's AI quickly analyzes all your financial data in real-time. It then offers tailored advice and answers your questions in everyday language, acting as your personal assistant to help you make informed investment choices.
