Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Advisor360° vs Nevis
Short answer: Advisor360° is best for broker-dealers, insurance broker-dealers and rias that want one platform and data layer for the whole advisor workday, with ai built in; Nevis is best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
Advisor360° and Nevis make the same promise, one platform with AI agents instead of a dozen point tools, but they come from opposite directions. Advisor360° is an established wealth platform (CRM, planning, trading, reporting, billing, compliance) that has been adding agents such as Meeting Prep and VIDA on top of its own data layer. Nevis is a two-year-old AI-native company that sits across a firm's existing systems and uses agents to finish operational work, now backed by Schwab.
| Advisor360° | Nevis | |
|---|---|---|
| What it is | Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up. | AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform. |
| Best for | Broker-dealers, insurance broker-dealers and RIAs that want one platform and data layer for the whole advisor workday, with AI built in | Mid-size and large RIAs that want one AI platform for meeting prep, tasks, onboarding and account opening across Schwab and Fidelity |
| Category | CRM & client follow-up | CRM & client follow-up |
| Free option | None listed | None listed |
| Starting price | Contact vendor | Contact vendor |
| Key capabilities |
|
|
| Skip it if | You're happy with your CRM and only want an AI notetaker on top of it. | You're a solo advisor who wants a notetaker with published pricing and a self-serve trial. |
| Details | Advisor360° overview | Nevis overview |
Key differences
From each vendor's own site, checked October 29, 2026.
| Advisor360° | Nevis | |
|---|---|---|
| Approach | Full wealth platform on a Unified Data Fabric, with AI embedded; switch on modules as needed | AI operating system connecting existing systems, with agents completing work end to end |
| Core modules | CRM, planning, portfolio management, trading, reporting, billing, compliance, client portal | CRM, meeting intelligence, tasks, email, agents, back-office workflows |
| Meeting prep | Meeting Prep agent builds an agenda days ahead and flags missing beneficiaries, outside assets and tax-loss harvesting | Agents build prep materials for client reviews from connected data |
| Other AI | VIDA agents (plain-language book questions, actions with confirmation), Client Intelligence reports, Parrot AI conversation capture | Model routing across Anthropic, OpenAI and others; MCP connector for Claude |
| Custodians | Schwab account-opening pilot and Schwab Advisor Center SSO; straight-through trading with Fidelity | Workflows open Schwab and Fidelity accounts and run money movement; Schwab strategic partnership |
| Who it's built for | Independent and insurance broker-dealers, RIAs and bank wealth divisions; 22,000+ users | Large and fast-growing RIAs; Focus, IEQ Capital, United Capital |
| Published price | Not published; one connected subscription | Not published; demo request |
Choose Advisor360° if
- You're a broker-dealer or insurance BD that wants the books, trading and compliance on the same platform as the AI.
- You want to replace your core wealth platform, not just automate around it.
- Your advisors need agents grounded in reconciled household data, such as Meeting Prep and VIDA.
Choose Nevis if
- You're an RIA that wants to keep your portfolio and planning systems and add an AI layer across them.
- Onboarding, account opening and money movement at Schwab or Fidelity are the bottleneck.
- You want an AI-native vendor shipping fast, with Claude access through MCP.
Related
About Advisor360°
Advisor360° calls itself the Autonomous Financial Platform for advisors: CRM, planning, portfolio management, trading, reporting, billing, compliance and the client experience on one Unified Data Fabric, with modules firms can switch on as needed. Its AI includes Meeting Prep, an agent that builds a personalized agenda days before a meeting from CRM activity, portfolio performance, plan goals, open tasks and household history and flags items such as missing beneficiaries, unconsolidated outside assets and tax-loss-harvesting opportunities; VIDA, a suite of AI agents that answers plain-language questions about a household or the whole book and can act with advisor confirmation; Client Intelligence, a reporting agent; and Parrot AI, which captures conversations and organizes documents by household into the CRM. Its August 2026 release added a Schwab account-opening pilot and straight-through trading with Fidelity. Advisor360° says the platform supports more than 22,000 advisors and staff and over $1 trillion in assets. Pricing is not published.
Check before choosing Advisor360°
- It is a full platform; plan for a migration, not a plug-in
- Ask which modules and AI features are included in your quote
- Confirm custodian support for your book (Schwab account opening was a pilot in August 2026)
About Nevis
Nevis describes itself as the AI operating system for wealth management, bringing CRM, meeting intelligence, financial planning and custodial workflows together in one platform. Agents handle meeting prep, data collection and other repeat work; tasks are created from meetings and emails; a Desktop puts every tool in one place; and Workflows automate account opening (Schwab and Fidelity), money movement, onboarding and maintenance. Its Data layer lists native connections to Zoom, Salesforce, Outlook, Teams, Docusign, SharePoint and Box, with firm-defined permissions by role. An MCP connector lets advisors look up clients, manage tasks and capture notes from Claude. Nevis says it is SOC 2 Type II compliant, has enterprise agreements with OpenAI and Anthropic, routes work across models and never uses client data to train models. In October 2026 it announced a $70 million Series B led by EQT Ventures, with Charles Schwab joining as a strategic investor, and it says customers include Focus Financial Partners, IEQ Capital and United Capital.
Check before choosing Nevis
- Nevis replaces several point tools, so map which of your CRM, notetaker and onboarding contracts it would retire
- Ask which custodians beyond Schwab and Fidelity its account-opening workflows support
- Its named customers are large firms; ask for a reference your size
Get one practical AI-for-advisors email a week
Weekly: the newest AI tools for advisors, in 3 minutes.
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Confirms on our beehiiv page. Free, no spam, unsubscribe anytime. What you'll get
FAQ
Advisor360° vs Nevis: which is better for financial advisors?
Advisor360° is best for broker-dealers, insurance broker-dealers and rias that want one platform and data layer for the whole advisor workday, with ai built in; Nevis is best for mid-size and large rias that want one ai platform for meeting prep, tasks, onboarding and account opening across schwab and fidelity. Neither publishes prices, so get quotes from both. Book demos of both and test them on your real workflow.
What is the difference between Advisor360° and Nevis?
Advisor360°: Connected wealth platform (CRM, planning, trading, reporting, compliance) with embedded AI agents for meeting prep, client insights and follow-up. Nevis: AI operating system for wealth firms that combines CRM, meeting intelligence, agents and back-office workflows in one platform.
Is Advisor360° or Nevis cheaper?
Neither publishes prices, so get quotes from both.
What is the difference between Advisor360° and Nevis?
Advisor360° is a full wealth platform (CRM, planning, trading, reporting, billing and compliance) with AI agents built on its own data layer. Nevis is an AI operating system that connects a firm's existing systems and uses agents to complete operational work such as onboarding and account opening.
Do they publish pricing?
No. Advisor360° sells one connected subscription priced through sales, and Nevis prices through a demo (both checked October 29, 2026).
Which is better for broker-dealers?
Advisor360° names independent and insurance broker-dealers as core customers and includes trading, compliance and supervision tools. Nevis's named customers are large RIAs, so broker-dealers should ask it for a comparable reference.
Do both work with Schwab?
Yes. Advisor360° offers Schwab Advisor Center single sign-on and was piloting native Schwab account opening in August 2026. Nevis opens Schwab and Fidelity accounts, and Schwab invested in Nevis in October 2026.