Industries·Wealth management
Every review, prepared. The advisor signs off.
Agents read the book, run the checks, and draft the follow-ups. The advisor approves each change. Every run leaves a record of what was read, what was drafted, and who said yes.
Live todayAn SEC-registered investment adviser runs NSTACK on its own private instance.
01·The work
The work behind every client meeting.
Agents do the reading and the drafting from your own book. Advisors keep the conversations and the decisions.
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Reads and drafts
Meeting prep
A brief for each meeting from the household, its accounts, and recent activity.
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Safe mode
Client reviews
A review pack from holdings and activity, saved to the household once the advisor approves.
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Reads and drafts
Account screening
New accounts checked against the OFAC list and your opening requirements before they open.
02·In plain words
Ask the book in plain words.
Ask which households need a review this month. The advisor's desk answers with each household, the reason it's due, and a brief ready to approve.
03·Where a person decides
Agents draft. The advisor decides.
In Safe mode an agent asks before any step that changes something. Follow-ups reach the CRM once the advisor approves, and the run records who approved.
04·One run
A meeting request, from the calendar to the brief.
The brief is ready before the advisor sits down. One agent reads the household and its accounts, drafts the brief, and leaves it for review.
Play it through, step by stepBring one client review.
Connect your CRM and one custody source in staging. We'll map them to the wealth management template with you and run the first agent in Safe mode, timed against how long prep takes today.