Partners · Wealth Platforms
For wealth platforms ready to offer what legacy infrastructure cannot.
Wealth platforms have built strong businesses on the back of excellent adviser tools, broad product menus, and efficient operations. What most do not yet have is the infrastructure layer that will define the next decade — regulated tokenised custody, continuous AI-powered fund surveillance, and on-chain portfolio management that gives clients direct, verifiable ownership of their assets.
Nexfolio provides that layer. It is designed to sit beneath your existing platform, extend your capabilities, and integrate with your current adviser and client workflows. You do not need to rebuild what works. You need to add what is missing.
Capabilities for Wealth Platforms
NexFundAI
NexFundAI gives platforms continuous behavioural surveillance of the managed funds on their product menu — replacing periodic manual due diligence with an always-on monitoring engine. Advisers on your platform benefit directly through better fund intelligence and earlier warning of manager risk.
Blockchain Portfolio Management
Blockchain Portfolio Management enables individually managed client accounts held as on-chain vaults — each client's holdings directly owned, directly verifiable, with fees transparent and auditable at any time. This is a meaningful differentiator for platforms competing for the next generation of advised clients.
Tokenised Custody
Tokenised Custody is available for platforms that want to offer their advisers and clients the ability to hold tokenised ETFs, equities, and managed funds alongside traditional assets in a single portfolio infrastructure.
Integration Model
Nexfolio is API-first. Tokenised Custody, NexFundAI, and Blockchain Portfolio Management are each available as discrete services that can be integrated independently or together, depending on your roadmap and your clients' needs. The integration model is designed for platforms that have existing tech stacks and existing adviser networks — not greenfield builds.
Commercial arrangements are tailored to the partnership. The conversation starts with understanding what you are trying to offer — the commercial structure follows from that.