Spend less time writing reviews
Nexus Advisors analyzes portfolio data and prepares personalized client updates in the voice your firm already uses.
Examine every portfolio position
For each household, it examines allocations, recent trades, benchmark performance, and holding changes, then flags commentary-worthy items for a brief. No manual data assembly.
- Read-only API connection
- Flags drift, major trades, and performance outliers
- Benchmark comparison across major indices
- Per-household commentary brief before drafting
Review drafts in 15 to 20 minutes
The agent turns portfolio changes into a draft for your review. Most household review cycles take 15 to 20 minutes, while you retain control of the final message.
- Unique draft for each household, not a template
- Drafts reflect each household's portfolio
- Final wording stays with you
- Full audit trail for generated and approved drafts
Chen Family: Q2 2026
Dear Wei and Mei, your portfolio gained +3.8% this quarter. The diversified bond sleeve held firm as the Bank of Japan moved toward a more neutral stance in May and June.
Your equity allocation is 58%, slightly below your 60% target. We can restore the target at the next scheduled rebalance. Cash is 5.2% of total assets, consistent with your reserve preference.
Teach it how your firm writes
Upload 20 or more past communications to create a voice profile. It becomes more precise over time through drafts you approve and edit.
- Voice training setup takes one afternoon
- Match your firm's established writing patterns
- Voice profile per advisor in multi-advisor firms
- Learn from the edits you make
See a draft in your voice
In a 30-minute walkthrough, connect Nexus Advisors to a sample portfolio and see a personalized client update drafted in your voice.
No commitment required. Setup takes one afternoon.