nCore agents handle data assembly, compliance monitoring, and client prep. Generative UI creates role-specific interfaces. Advisors spend time on relationships, not pulling data together.
Six core capabilities that transform how wealth management firms operate : from advisor productivity to compliance automation.
Purpose-built agents that understand rebalancing triggers, compliance thresholds, and advisory workflows. They assemble meeting briefs, flag exceptions, and generate reports : without being asked.
No more one-size-fits-all dashboards. Interfaces generate on demand based on role, task, and live data. A compliance officer sees different screens than an advisor : automatically.
Mid-meeting portfolio question? Ask by voice. Agents pull positions, run attribution, and surface the answer in seconds. Works for advisors and clients alike.
Custodians, CRM, market data, and compliance tools connected into a single real-time layer. No more tab-switching, CSV exports, or reconciliation headaches.
Agents monitor trades, communications, and interactions against your policies in real time. Exceptions surface before they become violations. Audit trails are always ready.
Forward-deployed engineers work alongside your team. They understand custodial relationships, compliance requirements, and your service model. Go live in weeks.
Wealthstack delivers the deepest cost savings where advisors and portfolio teams spend their day: the front office for client-facing workflows, and the middle office for larger firms managing trading, risk, and portfolio operations.
CRM · Client Portals · Financial Planning · Advisor Dashboards · Onboarding · Marketing Automation
Portfolio Management · Trading & Rebalancing · Risk Monitoring · Direct Indexing · Tax Management
Core Processing · Billing · Reconciliation · Custodial Integrations · Reporting
Cybersecurity · Compliance · Cloud Hosting · IT Support · General SaaS Licenses
Before a meeting, your advisor agent assembles the portfolio review: performance attribution, rebalancing with tax implications, and a draft agenda. Walk in prepared. During the meeting, ask by voice for real-time data.
Clients get a portal that adapts to their financial life. Approaching retirement? Different screens than accumulating wealth. Voice queries, plain-language performance, goal tracking. Built around their situation.
Compliance agents monitor trades, communications, and interactions against policies and regulations. Exceptions flagged before they become violations. When examiners arrive, the audit trail is complete and accessible.
Multi-generational wealth needs a unified view across entities, asset classes, and jurisdictions. Agents consolidate custodians, private investments, real estate, and trusts. Estate planning and tax optimization generated on demand.
Agents generate interfaces on demand by role, task, and data. Screens assemble around the work, not the other way around.
Tax lot analysis before a 3pm call? Agents pull positions, cross-reference, apply tax rules, and deliver. Data arrives when the decision needs it.
Not chatbots on a CRM. Agents know rebalancing triggers, compliance thresholds, lifecycle stages, and filing deadlines.
Engineers work alongside your firm. They understand custodial relationships, compliance, and your service model.
Each playbook is a real, executable workflow : with automated agent steps, human-in-the-loop gates, compliance checkpoints, and auditable outputs. Ready to deploy on the nCore engine.
Same just-in-time data and generative UI that enterprises are building, without the price tag.
Enterprise-grade agents at a fraction of legacy tool costs. No custom build required.
Replace legacy patchwork with a unified agentic platform across offices, teams, and custodians.
The same agentic infrastructure behind Assetstack and Insurestack : tuned for RIAs, broker-dealers, and enterprise wealth. Platform improvements ship to every vertical automatically.
Agents trace your advisory and portfolio workflows, quantify time lost, and rank what to automate first.
Generative UI builds role-specific screens for advisors, compliance, and clients — no dev queue.
Custodians, CRM, market data, and compliance tools connected into one real-time data layer.
nCore agents assemble meeting briefs, rebalancing insights, and client dashboards on demand.
Whether you're exploring agentic AI, building domain-specific intelligence, or replacing legacy systems. NSTACK gives you the platform to move faster.