Who It's For
Nextvestment is for individual investors and financial professionals, including advisors and wealth managers. It helps anyone who wants to understand their investments better and make smarter decisions. Professionals can use its advanced features to manage client portfolios more effectively.
What You Get
You get a central dashboard to view all your connected investment accounts. An AI assistant provides personalized advice, market insights, and answers your questions simply. The tool covers many asset types and global markets. Professionals also benefit from advanced AI research and document analysis.
How It Works
The tool connects to your investment accounts to gather all your financial data. Its smart AI then analyzes this information to give you real-time insights and tailored recommendations. This AI acts as a personal assistant, helping you understand your portfolio, spot trends, and automate tasks for better investment choices.
