Wealthstack.ai Agentic Wealth Management
nGenie domain agents handle the data assembly, compliance monitoring, and client preparation that consume your team's time. Generative UI creates role-specific interfaces for every person at your firm. Your advisors spend time on relationships and decisions, not on pulling data together.
Each role gets a dedicated agent
Financial Advisor
Before a client meeting, your nGenie advisor agent has already assembled the portfolio review: performance attribution, rebalancing recommendations with tax implications, and a draft agenda based on the client's recent life events and goals. You walk in prepared. During the meeting, ask by voice and the agent pulls the data in real time.
Client Experience
Your clients get a generative UI portal that adapts to their financial life. A client approaching retirement sees different screens than one accumulating wealth. They can ask questions by voice, review performance in plain language, and track progress toward goals. The interface is built around their situation, not a generic dashboard.
Compliance Officer
nGenie compliance agents monitor every trade, every communication, and every client interaction against your firm's policies and regulatory requirements. They flag exceptions before they become violations. When SEC or FINRA examiners arrive, the audit trail is complete, current, and immediately accessible. No scrambling.
Family Office
Multi-generational wealth demands a unified view that spans entities, asset classes, and jurisdictions. nGenie agents consolidate data across custodians, private investments, real estate, and trust structures into a single coherent picture. Estate planning scenarios, tax optimization strategies, and governance frameworks are generated on demand.
What you will not find elsewhere
Generative UI, Not Configured Dashboards
Legacy wealth platforms give you dashboards to configure. Wealthstack's nGenie agents generate complete interfaces on demand, shaped by the role, the task, and the data available right now. An advisor preparing for a quarterly review sees a different workspace than one prospecting new clients. The screens assemble themselves around the work.
Just-in-Time Data, Not Batch Reports
Your advisor needs a client's tax lot analysis before a 3pm call. nGenie agents pull current positions from Schwab, cross-reference with Morningstar analytics, apply your firm's tax harvesting rules, and deliver the analysis to the advisor's screen. No overnight batch. No stale data. The information arrives when the decision needs to be made.
Domain Agents That Know Wealth Management
nGenie agents are not general-purpose chatbots bolted onto a CRM. They carry deep knowledge of wealth management workflows: rebalancing triggers, compliance thresholds, client lifecycle stages, regulatory filing deadlines, fee calculation methodologies. When they surface information or suggest actions, the context is specific to your industry.
Forward-Deployed Engineers, Not a Help Desk
NSTACK's Advanced Solutions Team includes forward-deployed engineers and cross-functional practitioners who work alongside your firm during implementation. They understand your custodial relationships, your compliance requirements, and your client service model. The platform is configured for your firm, not for a generic wealth management use case.
How nGenie agents change daily operations
Client Onboarding
3-5 days of manual form filling, document collection, and compliance checks across multiple systems
nGenie agents pre-populate forms from existing data, verify documents automatically, run compliance checks in parallel, and generate the welcome package. Same-day onboarding.
Quarterly Review Prep
Advisor spends 2-3 hours per client pulling data from custodian, CRM, and planning tools to build a review deck
nGenie advisor agent assembles the complete review: performance attribution, goal progress, rebalancing recommendations, and talking points. Ready in minutes.
Rebalancing
Manual comparison of current vs. target allocations, tax lot analysis in spreadsheets, compliance pre-checks via email
nGenie agents identify drift, generate tax-optimized trade proposals, run compliance pre-checks, and present the recommendation with full rationale. One approval click.
Compliance Review
Weekly manual review of trade blotters, communication logs, and exception reports across disconnected systems
nGenie compliance agents monitor continuously, flag exceptions in real time with full context, and maintain an always-current audit trail. Reviews become exception-based, not exhaustive.
Firms like yours
Growing RIAs
$500M - $5B AUMYour firm has the complexity that demands better technology but not the IT budget for a custom build. Wealthstack gives you nGenie domain agents and generative UI at a fraction of what enterprise firms spend on inferior legacy tools.
Enterprise Firms
$5B+ AUMReplace your patchwork of legacy systems with a unified agentic platform. nGenie agents work across all your offices, teams, and custodial relationships. Forward-deployed engineers ensure the transition is smooth.
Independent Advisors
$100M - $500M AUMCompete with firms 10x your size. nGenie agents give you the same just-in-time data delivery and generative UI that enterprise firms are building, without the enterprise price tag or the 18-month implementation.
The full platform behind every feature
Wealthstack is built on the NSTACK platform. Every capability, from generative UI to just-in-time data delivery, is powered by the same nGenie agents and infrastructure that serve all NSTACK verticals. Your firm benefits from continuous platform improvements without upgrade projects.
See nGenie agents work for your firm
We will build a working prototype around your firm's actual workflows. Watch nGenie agents prepare a client meeting, run a compliance check, and generate a portfolio review in real time.