Nevice

software

Last discussed Oct 26, 2026

AI platform for wealth management that gives financial advisors agents to automate planning, notes and operational workflows.

Recently discussed in

$ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTV

Mark Swan · Oct 26, 2026

What creators say

Mark Swan

mentioned

Used for: Automating financial advisor workflows Praised: Integrated platform with notetaker, document parsers and proactive next-best-... vs: A platform rather than a point solution; built to help advisors rather than r...

"We give financial advisors access to agents that help them automate pretty complex workflows end to end. So building investment strategies, tax strategies, all the way through to operational things like moving money and opening custody accounts."

$ANT, Yasmin 🐐, Sneaky Qwen, Samsung Controversy, IGTV · ▶ 2:01:52 · Oct 26, 2026

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ai fintech wealth management

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