Finance Wealth Management & Investment Advisory

nexgile-wealthagent-nexus

The Nexgile-WealthAgent Nexus is a comprehensive digital platform designed to serve both individual wealth management clients and institutional retirement plan participants, addressing critical gaps in digital service delivery while competing with industry leaders like Vanguard, Fidelity, Charles Schwab, and Merrill Lynch.

Explore Digital Workers View Capabilities

System Status

Operational

3 Digital Workers

19 AI Agents

14 + Capabilities

AI Powered

Portal ID: nexgile-wealthagent-nexus

Platform Overview

Comprehensive enterprise solution

The portal provides high-net-worth individuals and families with a 360-degree view of their complete financial picture in real-time. For plan sponsors and participants, the portal delivers enterprise-grade retirement plan management with comprehensive fiduciary oversight. The Individual Wealth Management section offers portfolio management, perform... The portal provides high-net-worth individuals and families with a 360-degree view of their complete financial picture in real-time. For plan sponsors and participants, the portal delivers enterprise-grade retirement plan management with comprehensive fiduciary oversight. The Individual Wealth Management section offers portfolio management, performance analytics, goal-based planning, tax optimization, estate planning, and philanthropic giving tools. The Institutional Retirement Plans section provides plan sponsor dashboards and participant portals. Advanced features include rebalancing tools, scenario modeling, AI-powered multi-agent systems, secure communication, document management, and a learning center. The platform features responsive design supporting desktop, tablet, and mobile access, ensuring clients have 24/7 transparency into their complete financial picture.

Platform Screenshots 4 images

Performance Attribution Dashboard - Real-time portfolio performance analytics with benchmark comparisons

Goals - Financial goal tracking and planning dashboard

Retirement Plans - Enterprise 401(k) plan management and fiduciary oversight

Retirement Participant - Account Detail and Investment Summary

AI-Powered Automation

Digital Workers

Autonomous AI systems orchestrating multi-agent workflows

3 Workers

19 Agents

24/7 Uptime

Digital Worker

Tax-Loss Harvesting Multi-Agent System

## The Challenge Wealth management advisors spend significant time manually scanning portfolios for tax-loss harvesting opportunities. They must navigate complex wash-sale rules across household accounts, calculate tax implications, and find suitable replacement securities—all while racing against market volatility and year-end deadlines.

AI Agents

Tax Orchestrator Agent ACTIVE

Opportunity Scanner Agent ACTIVE

+ 4 more

6 Agents View Details

Digital Worker

Estate Planning AI Orchestration System

## The Challenge Estate planning requires coordinating analysis across tax strategy, risk assessment, compliance, gifting optimization, and Monte Carlo projections. With the **2026 TCJA sunset** reducing exemptions from $13.99M to ~$7M, high-net-worth families face urgent planning decisions requiring complex multi-disciplinary analysis.

AI Agents

Orchestrator Agent ACTIVE

Estate Mapping Agent ACTIVE

+ 6 more

8 Agents View Details

Digital Worker

Enterprise 401(k) Plan Management System

## The Challenge Plan sponsors face **fiduciary liability** for 401(k) management—monitoring investments, benchmarking fees, ensuring compliance, and improving participant outcomes. Manual analysis across thousands of participants and dozens of funds creates risk of costly errors and ERISA litigation.

AI Agents

Compliance Agent ACTIVE

Investment Agent ACTIVE

+ 3 more

5 Agents View Details

Business Overview

Platform at a Glance

Comprehensive overview of capabilities, audience, and value delivered

Enterprise Capabilities

14 core functions

Portfolio Management with consolidated account views aggregating all investment accounts (taxable, retirement, trust, 529s), real-time market value updates, asset allocation visualization, and detailed holdings with cost basis tracking

Performance Analytics with comprehensive reporting featuring time-weighted returns, benchmark comparisons, risk-adjusted metrics (Sharpe ratio, drawdown analysis), performance attribution by asset class, factor exposure analysis, and rolling returns visualization

Goal-Based Planning with interactive retirement planning suite, Social Security optimization, healthcare cost planning, Monte Carlo simulations, drawdown strategy modeling, and education funding tools including 529 plan management

Tax Optimization with automated tax-loss harvesting engine, wash-sale rule compliance, capital gains tracking, Roth conversion opportunity identification, and year-end tax planning dashboards

Estate Planning with document vault integration, beneficiary tracking, trust administration through Nexgile Trust services, and multi-generational wealth transfer planning

Philanthropic Giving with Donor-Advised Fund (DAF) management, grant submission and tracking, Qualified Charitable Distribution (QCD) tracking, and charitable impact reporting

Plan Sponsor Dashboard with fiduciary oversight, 3(38) discretionary management support, investment lineup monitoring, regulatory compliance tracking (Form 5500, ADP/ACP testing), cost management with fee benchmarking, and provider scorecard analytics

Participant Portal with personal retirement account dashboard, contribution tracking, vesting schedules, investment education, fund comparison tools, target-date fund wizard, retirement readiness assessments, deferral optimization, and financial wellness programs

Rebalancing Tools with drift monitoring, proposal generation, tax-aware execution workflows, and multi-account rebalancing capabilities

Scenario Modeling with what-if analysis including market correction simulations, inflation sensitivity testing, and comparison dashboards

AI-Powered Multi-Agent Systems with autonomous AI agents for tax-loss harvesting analysis, estate planning orchestration, and enterprise retirement plan management

Secure Communication with encrypted messaging with advisors, video conferencing integration, and meeting scheduling

Document Management with military-grade encrypted document vault, organized folder structure, and secure sharing

Learning Center with educational content hub, financial wellness resources, and personalized learning paths

Target Audience

5 stakeholder groups

Individual wealth management clients

Institutional retirement plan participants

High-net-worth individuals and families

Plan sponsors with fiduciary responsibilities

401(k) and retirement plan participants

Competitive Edge

7 key differentiators

Comprehensive digital platform competing with industry leaders like Vanguard, Fidelity, Charles Schwab, and Merrill Lynch

360-degree view of complete financial picture in real-time

Enterprise-grade retirement plan management for institutional clients

AI-Powered Multi-Agent Systems for autonomous tax-loss harvesting, estate planning, and retirement plan management

Military-grade encrypted document vault with secure sharing

Responsive design supporting desktop, tablet, and mobile access

24/7 transparency into complete financial picture

Value Proposition

8 key benefits

Addresses critical gaps in digital service delivery

Provides 360-degree view of complete financial picture in real-time

Delivers real-time market value updates and performance tracking

Ensures fiduciary oversight and regulatory compliance tracking

Offers financial wellness programs and personalized learning paths

Enables 24/7 transparency and access across all devices

Automates tax optimization and tax-loss harvesting opportunities

Supports multi-generational wealth transfer planning