Partners · Dealer Groups
Better fund intelligence. Better outcomes for your adviser network.
Dealer groups carry significant responsibility for the funds on their Approved Product List. When a fund manager drifts from their mandate, shifts their risk profile, or engages in window dressing around reporting dates, it is the dealer group's advisers — and their clients — who bear the consequences. The standard response has been periodic manual due diligence. NexFundAI makes that continuous.
Nexfolio's AI and machine learning surveillance engine monitors managed funds across 10 behavioural dimensions — independently, without relying on the manager's own reporting. The output is a monthly composite integrity score per fund, with alerts escalating in real time when something warrants attention. Your investment committee gets earlier warning. Your advisers get better intelligence. Your clients get better protection.
NexFundAI for Approved Product Lists
NexFundAI can be configured to monitor the funds on your APL continuously — tracking NAV behaviour against disclosed holdings and strategy, analysing fund documents for consistency with actual performance, and flagging deviations before they become material events.
The 10 behavioural dimensions include window dressing, risk shifting, closet indexing, and liquidity mismatches — patterns that periodic manual review often misses between reporting dates. Alert levels escalate from informational through to critical, giving your investment committee a clear and prioritised view of where attention is needed.
The methodology is disclosed. The signal data underlying each score is available alongside the composite — so your team can apply their own judgement rather than relying on a black box.
On-Chain Portfolio Management
Dealer groups that integrate Nexfolio's Blockchain Portfolio Management capability can offer their adviser network access to on-chain individually managed accounts — with rules-based rebalancing, transparent fees, and client holdings that are directly verifiable at any time. This sits alongside your existing platform infrastructure, not in place of it.
Commercial arrangements are tailored to the partnership.