Financial Advisers
Make Microsoft 365 work like an AI-ready advisory business
NX365 helps advisory firms replace Excel-based processes, reduce manual administration, and generate structured outputs faster and more consistently.
Problems we solve
Advisory firms need more than AI summaries
NX365 turns the manual, disconnected parts of advisory work into a connected, structured workflow.
- ✕ Excel trackers
- ✕ Manual review follow-up
- ✕ Manually created suitability letters
- ✕ Duplicated admin between advisers & support staff
Benefits
How NX365 helps financial advisers
01
Reviews become actions
Review meetings become tracked actions automatically.
02
Records stay current
Updated from meetings, emails and documents.
03
Faster letters
Suitability letters and review summaries generated faster.
04
Less admin
Reduced across adviser and support teams.
05
Consistent delivery
Service delivery becomes more consistent.
06
AI in the process
AI works with your workflow, not outside it.
Security & governance
Built for regulated client work
- ✓ Better control over client information
- ✓ More consistent document generation
- ✓ Improved governance and monitoring
- ✓ Ongoing support and oversight
- ✓ Safer adoption of AI in regulated environments