Every financial advisor, accountant and mortgage broker we spoke to said the same thing — they got into this profession to help clients, not to spend four hours writing reports. NexusIQ exists to give that time back, without cutting corners on quality or compliance.
Producing a single client report — portfolio review, risk assessment, tax brief — takes an experienced advisor between two and six hours of manual work. Multiply that across a client book of 100, and you've lost entire weeks to formatting, not advising.
We connect to your existing CRM, portfolio tool or spreadsheet and generate institutional-quality, compliance-logged reports in under 10 seconds. Branded with your firm's identity. Ready to send to your client the same day.
Independent financial advisors, accountancy practices and mortgage brokers across Australia. Firms with 10 to 500 clients who want to scale their capacity without their first hire being another analyst.
We're not a regulated advice business — you are. NexusIQ is the technology layer. Every output is logged with its source data and reasoning in plain English, ready for ASIC and RG 175 review. Zero extra compliance overhead.
To make every financial professional
as productive as a team of ten —
without hiring a team of ten.
NexusIQ turns client data into institutional-grade reports in under 10 seconds — not 4 hours. No AI expertise required.
No complex onboarding. No AI expertise needed. NexusIQ integrates into your existing workflow from day one.
Plug in your CRM, spreadsheets or portfolio tool via our secure API or a simple CSV upload. Works with Salesforce, Xplan and IRESS out of the box — no IT team required.
Our engine processes each client's full picture — portfolio composition, risk profile, tax position — benchmarked against live market data. A complete report in under 10 seconds.
Every report lands in your dashboard for a quick human review. Apply your branding, annotate where needed, and send. Client-ready in under 5 minutes — start to finish.
Built specifically for regulated financial professionals — not generic AI. Every output is explainable, auditable, and compliance-aware.
Adjust the sliders to match your firm's profile. See exactly what NexusIQ means for your revenue, time savings and capacity growth.
Estimates based on NexusIQ reducing report generation to under 10 seconds and freeing advisor hours for business growth. Results will vary by firm size and workflow.
Pay per firm — not per advisor. Every plan includes full compliance logging, branded reports and hands-on onboarding support.
Book a 30-minute demo. We'll show you exactly how NexusIQ works with your existing tools and clients — no pressure, no contracts on day one.
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