Zelqavryn AI is the unified AI platform for modern wealth management. Streamline everything from client onboarding to portfolio analysis, secure execution, and compliance — all verified by intelligent automation.
View a unified picture of your clients' wealth, instantly review active exceptions, and manage your entire team's workflow from a single, verified source of truth.
Wealth management shouldn't rely on disconnected spreadsheets. Make confident investment decisions with verified, reconciled financials ready from day one.
Financial services move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.
From onboarding to final reporting, our integrated modules simplify your entire operational flow.
Start a conversationQuickly establish new client relationships. AI automatically builds the entity structure and extracts key mandates from onboarding documents, ensuring smooth and compliant intake.
Upload financial documents and let AI extract the required data instantly. It identifies key values and links them back to the original source for easy verification.
Ensure your financial records are perfectly accurate. The system automatically reconciles positions, cash flows, and valuations to catch discrepancies early.
Gain a clear view of asset allocation, performance metrics, and liquidity. Easily track concentration risks and monitor portfolio health in real time.
Make informed investment choices with AI-assisted research. The platform helps draft investment memos and model different scenarios for the investment committee.
Safely process and track approved investment instructions. The platform verifies authorizations and monitors the settlement process from start to finish.
Automatically generate accurate and personalized wealth reports. AI helps create clear financial narratives backed by verified data for client meetings.
Maintain strict oversight over operations. The system logs control exceptions and preserves all necessary evidence for complete audit readiness.
Most platforms ship one model and you work inside its limits. Zelqavryn AI puts an orchestration layer between the client record and the model, so every step of a wealth operation runs on the intelligence that suits it.
model handles all four phases on a traditional platform. Here, each phase gets its own specialists.
Layout-aware OCR preserves cap-table grids, depreciation schedules, and footnote tables that a general language model flattens into prose.
A fine-tuned classifier evaluates fit against your firm's investment policy taxonomy at a fraction of what a frontier model costs per document set.
Note:Model and product names are trademarks of their respective owners, used here to describe what runs where. Routing is configurable per wealth workflow — no endorsement or partnership is implied.
A commercial credit platform sits inside a regulatory perimeter, not beside it. Zelqavryn AI is built around the fair-lending, AML, privacy and audit standards that already govern commercial banks and non-bank lenders.
Helps family offices and wealth managers organize due-diligence documentation, track required checks, surface missing evidence, and support compliance reviews based on applicable policies and regulations.
Maintains a complete, immutable audit trail of approvals, decisions, and system logs to support compliance examinations and internal reviews.
Note:These are standards the platform is built to support inside your workflows — obligations that fall on you as the licensee. They are not certifications held by us, and support in the product is not a substitute for your own counsel or compliance officer.
Most of what Zelqavryn AI reads still starts in a room, on someone’s desk. These are standard enterprise peripherals, not locked proprietary hardware — we enrol them against your workspace so each one streams into the module that already handles its output.
A high-speed duplex desktop scanner on your office network that captures multi-page trust agreements, paper K-1s, and property deeds straight into OCR and automated document intake.
Feeds Document Intake & Extraction
A compatible third-party closing desk tablet with a pressure-sensitive stylus that captures legally binding client signatures and immutable timestamps on execution instructions.
Feeds Execution & Authorization
A standard FIDO2 USB-C and NFC cryptographic security key that enforces physical presence verification before approving high-value wire transfers or investment decisions.
Feeds Compliance & Supervisory Evidence
A dual-facing conference display with integrated optical privacy filters, enabling advisors to share sanitized portfolio performance with clients while shielding internal notes.
Feeds Client Reporting & Narrative
Note:Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
Salesforce, Addepar, Investran, Snowflake — and the rest of what your wealth management firm already runs on. 24 integrations across the wealth lifecycle, every one reading the tool’s documented APIs.
Note:Tool names and marks belong to their respective owners. No endorsement or partnership implied.
No per-seat arithmetic, no module gates, no charge for the analyst who only opens the monitoring screen. The whole platform, one flat monthly figure, set from the Nestack admin.
One flat monthly figure for the whole platform. Talk to us about seats, source-system connectors and onboarding for your lender.
Know more⚠ Note:AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
A one-time setup that gets your lender fully live on Zelqavryn AI before the first billing cycle — we import your existing borrower and facility records, connect the loan origination, core banking, credit-bureau and document sources your workflow already runs through, and configure the intake, document review, credit analysis, structuring, approval, closing and monitoring modules to your policy, risk appetite and committee format. Each fee below is a starting point: the final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.
Everything in Essential, plus:
Everything in Plus, plus:
Run Zelqavryn AI wherever your borrower data, credit files and closing documents are allowed to live. The subscription price is identical either way.
Runs in Nestack’s managed cloud — nothing to provision. The fastest way to get your lender live and underwriting.
The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for lenders with strict data-residency or examiner mandates. Borrower, credit and closing data never leave your environment, and the subscription price stays the same.
Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.
Clear answers on where the client data comes from, how much of it you have to take on trust, and what the platform does between the first relationship and the final report.
Connect with our teamPricing starts at a flat rate for the entire platform. There are no per-seat fees, no module gating, and no tier pricing based on the size of your portfolio. One flat monthly figure covers your whole wealth management team.
Every subscription includes all core modules with zero tier limitations: Dashboard, Client Intake, Document Intake, Reconciliation, Wealth Analysis, Investment Planning, Execution, Client Reporting, and Compliance.
No. Zelqavryn AI acts as an intelligent orchestration layer on top of your current stack. It connects directly with your custodians, accounting software, and CRMs via documented APIs.
In addition to our SOC 2 managed cloud offering, Zelqavryn AI can be deployed private and self-hosted within your own cloud enclave or on-premise infrastructure. Nonpublic personal information (NPI) and sensitive client documents never leave your security perimeter.
Onboarding is a streamlined engagement that includes full entity data migration, custodian feed setup, custom investment policy encoding, team role configuration, and live training. Your team can be fully operational in a matter of weeks.
It automates data extraction, reconciliation, and compliance checks. Nothing is taken on blind trust; every extracted figure cites the exact coordinate on the source document, and every reconciliation is deterministic with complete audit logs.
Yes. In our interactive walkthrough, we can ingest and run Zelqavryn AI against a representative, sanitized slice of your live data. This lets your team evaluate live extraction, reconciliation, and analysis on real workflows before any rollout.
You receive comprehensive onboarding, continuous technical support, and access to a dedicated account manager. We ensure your team is fully trained and supported to maximize the platform's value.
