Nevis
Elevate client meetings. Strengthen relationships.
"Nevis is a client engagement platform designed to enhance the client meeting experience for Registered Investment Advisors. It provides tools to streamline meeting preparation, presentation delivery, and post-meeting follow-up, helping firms build stronger client relationships and improve client retention."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Nevis empowers RIAs to deliver engaging and personalized client experiences through interactive presentations and collaborative planning tools."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Nevis integrates into institutional RIA stacks.
Alternative Peer Landscapes
Acuity Scheduling
Simplify scheduling, enhance client engagement.
Advisor Websites (Responsive)
Engage clients and grow your AUM with a modern website.
asset-map
Visualize wealth. Engage clients. Grow your practice.
Bookings
Simplify scheduling, enhance client engagement.
Calendly
Calendly: Streamline scheduling, optimize client engagement.
Entole
Elevate client engagement with a modern portal experience.