Platform & infrastructure
Advisory infrastructure designed to sit inside your product.
The platform is built so a partner can deliver an investment experience without taking on advisory responsibility, and so NextReg Advisors can supervise what it is responsible for.
Digital integration
The advisory service is embedded into the partner's existing product, so clients stay in a familiar interface throughout.
Program controls
Approved journeys, strategies, and boundaries define what a program can do and where it stops.
Supervision
Ongoing oversight of how the program actually operates, not a one-time review at launch.
Records
Advisory records and regulatory recordkeeping are maintained by NextReg Advisors as adviser of record.
Brokerage and custody connectivity
Selected integrations execute transactions and hold assets under the program's design.
Segregated environments
Multiple approved partner programs run in controlled, separate environments.
The stack
Three layers, with the advisory and control layer in the middle.
Partner experience layer
Product interface, onboarding surface, distribution
NextReg Advisors advisory & control layer
Adviser of record, methodology, approvals, supervision, records
Brokerage & custody layer
Selected integrations that execute and hold assets
Explore the model
See how responsibilities are allocated between NextReg Advisors and the partner.