Your Data, Assembled on Demand.
NSTACK Compose orchestrates data across custodians, CRM, compliance, and market data. Just-in-time delivery, assembled and contextualized for the task at hand.
Orchestrating data across your ecosystem
NSTACK Compose orchestrates your data
Agentic Data, Not Just Connectors
Not another integration platform. Agents actively orchestrate data across custodians, CRM, compliance, and market data. They understand what each system holds and what your team needs.
Just-in-Time Delivery
Advisor needs portfolio data for a 3pm meeting. Agents pull from Schwab, enrich with Morningstar, cross-reference compliance, and deliver it ready. No batch jobs. No stale reports.
Domain-Aware Assembly
Agents understand financial data natively. Rebalancing needs positions, allocations, tax lots, and wash sale rules. Compliance needs trade history and policy thresholds. Assembly driven by workflow intelligence.
Unified Knowledge Layer
Policies, procedures, and institutional knowledge live across dozens of systems. Compose unifies them so agents draw from your firm's collective intelligence.
Reconciliation That Runs Itself
When Schwab says one thing and Salesforce says another, agents detect the discrepancy, trace the cause, and resolve it or flag it with full context.
Your Systems Stay in Place
Compose builds on what you have. Agents learn your landscape and work within it. Nothing ripped out or migrated. Intelligence added to existing infrastructure.
Your existing ecosystem, orchestrated
Custodians
- Charles Schwab
- Fidelity
- Pershing
- TD Ameritrade
Market Data
- Bloomberg
- Refinitiv
- Morningstar
- S&P Global
CRM & Ops
- Salesforce
- Redtail
- Wealthbox
- Orion
Compliance
- Smarsh
- Global Relay
- Compliance.ai
- RegTech
See your systems finally talk to each other
Whether you’re exploring agentic AI, building domain-specific intelligence, or replacing legacy systems. NSTACK gives you the platform to move faster.