Missed Enquiries
Busy when they write
Someone asks about wealth management pricing or availability while you're with a customer · and never hears back the same day.
AI chatbot for
Wealth Management
Clients, Portfolios & Advisory
When wealth management customers ask about portfolio performance & valuation, document requests & reporting, and meeting scheduling after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.
- No usage-based billing
- Live across 25 industries
- White-label ready
10+
Wealth Personas
24/7
Client Access
0
Code Required
Built for
Wealth ManagersPrivate Client AdvisorsPrivate BanksFamily OfficesIFA Networks
Current Challenges
If this sounds familiar, keep reading
Most wealth managementoperators aren't looking for complex tech. They want to plug real revenue leaks: fewer missed opportunities, less phone fatigue, and more automatic bookings.
Support Overhead
Same questions, every week
Your staff answer the same FAQs on phone and chat. Real work · quotes, visits, sales · waits in the queue.
Off-hours Dropoff
Warm leads go quiet
Night and weekend visitors leave without a path to book. By morning, many have chosen someone faster.
Core Capabilities
Where this helps day to day
Common wealth management situations your team still handles by phone and inbox · answered on the website instead.
Portfolio Performance & Valuation
Clients query portfolio valuations, asset allocation, performance attribution, and benchmark comparison through chat. NIVA surfaces client-specific data from your portfolio management system · reducing advisor time on routine reporting calls.
Document Requests & Reporting
Clients request quarterly reviews, tax reports, consolidated statements, and transaction histories through chat. NIVA retrieves and delivers the correct document instantly · reducing back-office document request handling.
Advisor Meeting Scheduling
Clients book annual reviews, strategy calls, and ad hoc advisor meetings through chat. NIVA checks advisor availability, confirms slots, and prepares the meeting agenda based on the client's flagged topics.
Client Onboarding & KYC
New HNW clients complete onboarding through chat · risk profiling questionnaires, KYC documentation, source of wealth declarations, and suitability assessments · reducing advisor-led admin time at onboarding.
Compliance & Regulatory Queries
Internal teams query MiFID II suitability requirements, COBS rules, FCA Consumer Duty obligations, and GDPR data handling · from your compliance manual, with escalation to the compliance officer.
Inheritance & Estate Planning Queries
Clients query IHT thresholds, trust structures, gifting allowances, and estate planning options through chat. NIVA provides factual information from your approved content and books estate planning consultations with appropriate specialists.
What customers actually ask
Real questions from wealth managementwebsites · answered in chat so your team isn't repeating them.
“I'd like to move some of my portfolio into ESG investments. What options do you offer and how do they perform?”
U
AI
We offer three ESG-aligned approaches: 1) ESG Screened · excludes tobacco, weapons, and fossil fuel majors, tracking a screened global index. 5-year return: 9.2% p.a. 2) Sustainable Leaders · active stock selection for companies with high ESG ratings. 5-year return: 10.1% p.a. 3) Impact Portfolio · direct investment in renewable energy and social impact bonds. 5-year return: 7.8% p.a. with measurable impact metrics. I've flagged this for your advisor to discuss in detail at your next meeting. Shall I also send the factsheets for all three?
Auto-resolved by Niva
“What's your minimum investment, and how are your advice fees structured?”
U
AI
Our advised service starts at $100,000. Fees are 1 percent per year on the first $1M, reducing above that, with the initial financial plan at a fixed $1,500. I can book a free discovery call with an adviser; would this week or next suit?
Auto-resolved by Niva
Why teams switch
Not another chatbot toy. A front desk that works overnight.
Missed enquiries after hours
Every website visitor gets a reply · days, nights, weekends
Your team repeats the same answers
Policies and pricing answered from your docs · consistently
Leads cool off waiting for a call back
Bookings, forms, and next steps happen in the chat
Teams already using NIVA
Up and running in a day
You do not need a developer on retainer. We help you set up wealth management answers, then it lives on your website.
01
15 minutes
Tell us your business
Share how wealth management customers find you today · website, WhatsApp, ads. We map the questions that lose you money when unanswered.
02
Your team
Pick who answers what
Turn on helpers for sales, support, or bookings. They already speak wealth management · you choose which ones stay on.
03
Your docs
Add the knowledge you already have
Upload price lists, FAQs, policies, or page links. The assistant only answers from what you approve.
04
Go live
Put it on your website
It appears as your brand on the site you already run. No rebuild. Most teams are live within a day.
Ready-made wealth management helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Portfolio Query Bot
Valuation, performance, allocation
Knowledge SyncLead Flow
Document Request Bot
Reports, statements, tax docs
Knowledge SyncLead Flow
Advisor Scheduling Bot
Meetings, reviews, agenda prep
Knowledge SyncLead Flow
Client Onboarding Bot
KYC, risk profiling, suitability
Knowledge SyncLead Flow
Compliance Query Bot
MiFID II, COBS, Consumer Duty
Knowledge SyncLead Flow
Estate Planning Bot
IHT, trusts, gifting, estate
Knowledge SyncLead Flow
+ 4 more wealth management roles available on your walkthrough
Built around how wealth management teams actually work
Practical pieces that save time · not a pile of AI features to configure.
Compliant Investment Knowledge Base
Upload your approved fund factsheets, investment philosophy documentation, and regulatory disclosures. NIVA provides factual product information and never gives regulated investment advice · the line is strictly maintained.
Identity & Authentication Integration
NIVA verifies client identity via policy number, date of birth, and memorable word before surfacing any account data · meeting FCA data security and Consumer Duty requirements.
Onboarding & Review Flow Automation
Build client onboarding questionnaire flows and annual review preparation sequences in NIVA's guided chat steps. Trigger portfolio system updates and advisor briefing notes automatically.
PMS & CRM Integration
NIVA integrates with Iress, SEI, Salesforce Financial Services Cloud, and custom portfolio management systems. Portfolio data, client records, and document requests sync in real time.
Client Annual Review Preparation Flow
Trigger
Annual review date approaching
Pre-survey
Goals and topics collected from client
Meeting
Booked with advisor, agenda prepared
Portfolio
Current data pulled for advisor briefing
What visitors can actually get done
Beyond FAQs · for wealth management businesses that sell and support online.
Stop chasing
Work finished in the chat
Collect the right details, book the appointment, and notify your team · without bouncing visitors to another form.
See how it works Capture cleanlyDetails you can act on
When someone is ready, the chat asks for name, dates, budget, or requirements · and lands it in your inbox or CRM.
See how it works Feel humanThe right helper, every time
Sales, support, or bookings · visitors get the specialist answer they need, without choosing menus.
See how it worksOn your website. Looking like your brand.
Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.
- No big rebuild of your website
- Changes show up for visitors without a re-launch
- We can add it with you on the demo call if you prefer
What founders usually ask
- Do I need a developer?
- Helpful if you have one · not required. Many wealth management teams paste one line or let us place it.
- How fast will I see value?
- Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
- What if it's not a fit?
- Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
FCA COBS RulesMiFID II SuitabilityConsumer DutyGDPR / UK GDPRFATCA / CRS ReportingAML / KYC Obligations
See if this fits your wealth management business
Tell us how enquiries come in today. In 30 minutes we will show what NIVA would catch overnight · or say honestly if you are better with something simpler.
Common questions
Straight answers before you book time.
No. NIVA provides factual information from your approved product documentation · not regulated investment advice. Advice, suitability assessments, and portfolio recommendations are always escalated to a qualified FCA-authorised advisor. This is maintained rigorously across all client-facing helpers.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for wealth management.
Solutions Focus
Related use cases
See how NIVA handles day-to-day work in your space.
Vertical Markets
Related industries
Explore conversational agent options for adjacent vertical systems.
Niva Ecosystem