Nerdster Intelligence for Regulated Advice & Wealth

Your advice firm, finally readable.

A managed AI intelligence layer for financial planning and wealth firms. We connect to the systems your advisers already use, from your back office and CRM to email, documents and spreadsheets, and turn them into one clear weekly briefing for advisers and compliance. We do not replace your back office or CRM. We make the information inside it useful to advisers and compliance.

Start with your Monday Pulse → See what is in it
The Monday briefing

One weekly briefing across the whole firm.

Partners do not need another dashboard. They need a clear weekly summary and an action list, pulled from across your systems:
› Client meeting summaries
› Suitability & report prep support
› Review-date monitoring
› Compliance-aware research briefs
› Outstanding actions
› Vulnerable-client flags
› Pipeline & service movement
› Client-service dashboard
How it works

A managed service, not another system to run.

We do the setup, the integration and the interpretation for you, bespoke to how your firm actually works.
01

Data & Workflow Audit

A short diagnostic of where your data lives, what reporting is still manual, and the first workflow worth connecting. You leave with a clear plan.

02

Monday Briefing Pilot

Four to six weeks. We connect two to four sources and deliver one live weekly briefing on your real data before you commit to more.

03

Managed Nerdster Intelligence

A monthly service: weekly briefings, source monitoring, workflow tuning, new reports, alerts and a monthly improvement review. Your part-time AI operations team.

Controlled, by design

Built for a regulated profession.

✓ Your data stays under your control
✓ Access is permissioned
✓ Outputs are auditable and human-reviewed
✓ No model training on your data
✓ Private / on-prem / Vault option
✓ UK-based, Cyber Essentials, monthly rolling
Start with your Monday Pulse →