Nexum Fiducia delivers AI-powered portfolio optimization, compliance-first generative intelligence, and agentic research orchestration — purpose-built for private banks, family offices, RIAs, and trust departments operating under fiduciary obligation.
Nexum Fiducia integrates machine learning, generative AI, and agentic orchestration into a unified system where every output is auditable, explainable, and compliance-ready.
Modern Portfolio Theory and Black-Litterman optimization at institutional scale, augmented with SHAP-based explainability. Every allocation recommendation surfaces the factor contributions driving the output — auditable at the client, portfolio, and asset level.
LLM-powered generation of Investment Policy Statements, regulatory disclosures, client narratives, and portfolio commentary — templated to your firm's style guidelines and jurisdiction-specific requirements. Output is always explainable and linked to source data.
A coordinated system of specialized agents — Portfolio Manager, Compliance, Research, and Client Service — operating against a curated vector knowledge base. Continuous monitoring, research synthesis, and client inquiry resolution without manual workflow bottlenecks.
Nexum Fiducia runs on the Nexum shared engine — a unified AI infrastructure that ensures consistency, auditability, and performance at institutional scale. API-first design supports integration with existing portfolio management systems, order management systems, and CRM platforms.
Every layer of the Nexum Fiducia system is designed with fiduciary duty as the governing design constraint — not an afterthought.
System architecture enforces best-interest standards. Every recommendation is traceable to the client's stated investment policy. Audit trails are generated automatically.
Documentation workflows and reporting structures designed to support ERISA-governed accounts. IPS generation, distribution policy documentation, and prudent investor compliance records.
No black boxes. SHAP values surface model reasoning. GenAI outputs are attributed to source data. Regulators, compliance teams, and clients can interrogate every decision.
Client data is isolated by institution. No cross-client data exposure. SOC 2-aligned infrastructure. Data residency options available for institutions with jurisdictional requirements.
Automated generation of regulatory disclosures, Form ADV-aligned narratives, and client communication documentation — consistent, accurate, and linked to the underlying portfolio analysis.
Every system output carries a structured audit record: inputs, model parameters, outputs, timestamps, and approvals. Examination-ready documentation maintained automatically.
Nexum Fiducia is available through annual licensing and AUM-based fee arrangements. All engagements begin with a structured pilot.
Full platform access for focused institutional applications. Suitable for single-family offices and boutique RIAs managing concentrated portfolios.
Full-scale institutional deployment with custom workflows, CRM and portfolio management system integration, and white-label options.
Bespoke deployment for large institutions with complex regulatory environments, multiple jurisdictions, and enterprise procurement requirements.
Nexum Fiducia delivers AI-powered financial technology and software services to institutional wealth management clients under annual licensing and service agreements.
Financial technology services for institutional wealth managers, including machine-learning-based portfolio optimization, quantitative risk analysis, fiduciary documentation support, and AI-assisted investment policy statement development. Services rendered under annual licensing agreements to private banks, family offices, registered investment advisers, and trust departments.
Software-as-a-service platform providing multi-agent AI orchestration, generative AI narrative generation, retrieval-augmented research, and SHAP-based explainability for institutional portfolio management workflows. Cloud-hosted AI technology services delivered via API and browser interface under institutional licensing agreements.
All Nexum Fiducia engagements begin with a 90-day structured pilot. We work alongside your investment and compliance teams to configure the system to your institution's specific requirements before full deployment.
Pilot scoped to your actual portfolio universe — not synthetic data
Compliance team engagement from day one — IPS and disclosure templates reviewed against your regulatory requirements
Fixed-fee pilot structure with defined success criteria and no obligation to proceed
NDA and data handling agreement provided before any client data is shared