Nextvestment Review 2026 - Features, Pricing & Deals

Nextvestment is an AI-powered investment platform that helps individual investors, financial institutions, and wealth managers handle portfolios more effectively. The platform combines artificial intelligence with financial data to assist users in making investment choices, and can be deployed as a white-label solution within existing banking and advisory systems.

Individual investors get a smart financial assistant that offers natural language insights, a portfolio dashboard, and tools to analyze global markets. The platform connects multiple investment accounts in one place, making it easier to track overall performance and returns. A Starter plan is available at $9 per month, which includes the portfolio dashboard, AI assistant, and account connections.

For financial institutions, banks, and wealth managers, Nextvestment provides an AI engagement layer that can be customized and branded. Teams can work together in a secure environment, sharing investment research while maintaining privacy. The platform includes compliance tools, audit trails, and customizable guardrails to meet regulatory requirements. The AI uses retriever-augmented generation to turn client questions into personalized guidance aligned with house views and suitability rules.

The software processes market data in real-time and lets users interact through natural language queries. It handles stocks, bonds, crypto, and alternative investments across multiple currencies, while keeping data secure through cloud infrastructure. The platform also analyzes financial documents and reports to extract insights quickly.

• AI Financial Assistant: Provides portfolio insights and investment recommendations through a conversational interface that uses retriever-augmented generation to turn questions into guidance aligned with house views and suitability rules.
• Portfolio Dashboard: Tracks investment performance, visualizes asset allocation, and monitors real-time returns across multiple investment platforms in one interface.
• Multi-Account Connectivity: Integrates investment accounts from different brokerages and platforms, giving you a unified view of your entire portfolio.
• Global Market Analysis: Covers stocks, cryptocurrencies, private companies, and international markets with analytical insights across asset classes.
• Smart Document Processing: Extracts and analyzes insights from financial documents like quarterly reports and research PDFs using AI that reads faster than you can.
• Compliance Tools: Includes audit trails, customizable guardrails, and automated reporting to help financial institutions meet regulatory requirements and maintain documentation.
• White-Label Deployment: Allows banks and financial institutions to deploy the platform within their existing systems while maintaining complete brand control and customization.
• Portfolio Intelligence: Delivers real-time alerts on portfolio concentration, market shifts, and investment opportunities aligned with your strategy.

• Starter plan available at $9 per month, which includes the portfolio dashboard, AI assistant, and account connections for individual investors.
• Free plan and free trial are available for users who want to test the platform before committing to a paid subscription.
• Enterprise and institutional pricing requires contacting sales for customized solutions, as Nextvestment offers white-label deployment for banks, wealth managers, and financial institutions.
• Institutional pricing likely varies based on features such as compliance tools, audit trails, customizable guardrails, white-label branding, and the number of users or clients served.

Nextvestment's AI assistant works like your personal portfolio analyst. It answers questions about your investments in plain English, spots risks in your portfolio, and suggests ways to improve your returns. You can ask it things like "What's dragging down my performance?" or "How exposed am I to tech stocks?" and get answers right away. The AI uses retriever-augmented generation to provide guidance that can be aligned with specific house views and suitability rules for institutional users. It also monitors market changes that might affect your investments and can explain financial documents without the jargon.

Yes, Nextvestment lets you connect multiple investment accounts from different platforms. This gives you a complete view of all your investments in one place. The system works with brokerages, crypto exchanges, and even private investments to create a unified dashboard. This saves you from jumping between different apps or websites to check how your overall portfolio is doing.

Nextvestment uses bank-level encryption to protect your data and doesn't store your login credentials. The platform runs on secure cloud infrastructure with built-in compliance checks, audit trails, and customizable guardrails. They also maintain strict privacy controls for family offices and financial institutions that need to share information within teams while keeping client data protected. Your financial information stays private and is only used to provide you with portfolio insights.

Unlike basic investment trackers, Nextvestment combines AI technology with institutional-grade portfolio analysis across global markets. It handles stocks, crypto, and private investments all in one place. The biggest difference is how you can talk to it in normal language rather than digging through charts and reports. For financial institutions, Nextvestment can be deployed as a white-label solution within existing systems, maintaining your brand while adding AI-driven client engagement. The compliance tools with audit trails and customizable guardrails are built for wealth managers and advisors who need regulatory oversight.

Nextvestment offers a Starter plan at $9 per month that includes the portfolio dashboard, AI assistant, and account connections. There's also a free plan and free trial available so you can test the platform before committing. If you're just getting started or want to see if the AI assistant works for your needs, the free option lets you explore the basic features. The paid Starter plan is affordable for individual investors who want more connected accounts and deeper insights.