They sit inside your CRM, custodian feeds, compliance systems, and portfolio tools. Completing real tasks like rebalancing prep, claims triage, and client onboarding.
nCore agents trace real business processes across your firm, find automation opportunities you are too close to see, and quantify the ROI.
nCore Engine
The intelligent heart of the platform. Recognizes intent from voice and assembles insights, dashboards, micro-apps, and widgets instantly. Fully conversational AI trained on your enterprise knowledge capital.
Recognizes intent from voice and assembles dashboards, micro-apps, pins, and widgets on the fly. Multiple modes: quick commands, guided workflows, and fully conversational interactions. Custom domain-trained on your firm's products, terminology, and knowledge base.
Process text, voice, images, and structured data simultaneously. nCore understands context across every input channel.
Orchestrate multi-step workflows across disparate enterprise systems with full audit trails.
Dynamically adjust execution paths based on real-time data, user context, and feedback.
nCore Scan Agents
Agents trace how work moves through your firm, find automation opportunities, quantify ROI, and keep discovering as operations evolve.
Domain agents connect to your systems and trace how work actually flows. Not surveys or interviews.
Every opportunity includes projected time savings, risk reduction, and complexity scoring.
Unlike consulting that delivers a PDF and walks away, Scan keeps running and adapting.
nCore Compose Agents
Agents orchestrate data across custodians, CRM, compliance, and market feeds. Just-in-time delivery, contextualized for the task at hand.
Agents actively orchestrate data across 20+ systems. They understand what each system holds and what your team needs.
Pull from Schwab, enrich with Morningstar, cross-reference compliance, and deliver it ready. No batch jobs.
Agents understand financial data natively. Assembly driven by workflow intelligence, not static mappings.
nCore Discover Agents
Generative UI assembles role-specific interfaces from your data, business rules, and user context. No dev queue. No tickets.
Advisors, compliance officers, and portfolio managers each see exactly the screen they need, assembled on the fly.
The engine selects, arranges, and binds data to UI components based on the task context and user permissions.
Every screen is generated from data and rules. When your business changes, the interface adapts automatically.
Users interact through any channel. The platform does the work. Industry solutions deploy on top.
Each solution runs independently and scales on its own
Each module works independently or together as a unified agentic stack.

Agents discover automation opportunities across your live systems.
Explore NSTACK ScanCompliance rules, integrations, and workflows already built for your industry. You start with something that works.
Advisors talk to clients, not fill out forms. Wealthstack handles portfolio analysis, compliance, and meeting prep.
Learn moreClaims in hours, not weeks. Underwriting in minutes, not days. Adjusters focus on cases that actually need them.
Learn moreAssetstack handles research assembly, reporting, and operations so analysts focus on generating returns.
Learn moreCXstack resolves routine inquiries instantly so your team spends time on conversations that need a human touch.
Learn more"Client review prep went from two days to done before the meeting starts. Advisors have better conversations because they are not scrambling for data."
"Issues get flagged before they reach us. Regulatory reports generate on demand. We went from reactive to proactive overnight."
"Our build estimate was eighteen months and twelve people. NSTACK had us live in six weeks with four. The math was not close."
Mid-size RIA ($2.8B, 1,200 households) losing advisors to firms with better tech. Client reviews took two days to prep; compliance consumed 30% of back-office time.
Wealthstack deployed in 5 weeks. Meeting prep: 20 minutes. Compliance: automated. Client satisfaction up 40% in Q1.
Years building AI for the most demanding industries. We know what it takes to get past POC and into production with the security and compliance you require.
Every screen adapts to who is looking at it. Your team sees exactly what they need, no training manuals required.
Data entry, reports, compliance checks. They just happen now, so your experts do expert-level work.
Audit trails, access controls, and compliance frameworks built into the foundation. Designed for your compliance team, not bolted on.
Whether you're exploring agentic AI, building domain-specific intelligence, or replacing legacy systems. NSTACK gives you the platform to move faster.