Nyos wealth advisory platform hero background showcasing modern financial technology

A complete rethink on wealth advisory.

Nyos is a complete platform built for RIAs that want to deliver exceptional returns while saving you considerable time to focus on what's important: clients.

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Nyos is an extension of you and your firm. It operates 24/7 every day of the year freeing you up from all the time consuming busy work.

Nyos RIA Assistant
Client onboarding
Working...
Collecting client documents
Planning
Queued
Scenario testing
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Reporting
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Quant like returns

Nyos takes asset management to another level. A quant like tool at your fingertips lets you automatically onboard clients, plan scenarios and backtest strategies.

Portfolio Strategy Engine
Strategy Performance vs S&P 500
Momentum Alpha
+47.8%
Deep Value
+58.9%
Growth at Scale
+44.3%
Quality Moat
+56.7%
Low Volatility
+36.4%
Multi-Factor
+74.2%
S&P 500 Benchmark
+31.2%
Automated Actions
Portfolio rebalanced for 12 clients
Risk model updated with new factors
6 strategies outperformed S&P 500
Client onboarding automated for Johnson LLC
Real-Time Market Intelligence
● Live
Real-Time Alerts
VIX spike detected - reviewing defensive positions
2m ago
Tech sector oversold - potential value entry
15m ago
Fed meeting minutes released - analyzing impact
1h ago
Portfolio Health
overall Risk:Medium
diversification Score:92%
correlation Risk:Low
liquidity Risk:Very Low
Market Data
S&P 500:
4,247.68
+0.8%
VIX:
18.3
+12.4%
10Y Yield:
4.42%
+0.05%
Recent Auto-Adjustments
Reduced tech allocation by 2% across growth portfolios
Increased cash position for 5 defensive clients
Rebalanced sector weights based on momentum signals
Updated stop-loss levels for volatile positions

Monitor, report adjust on autopilot

Treat your client's assets as an ever evolving strategy. Our tools help you stay on top of news, market changes, risks so you can make better decisions for outsized returns.

Compliance and reporting masterfully done

Nyos automatically creates reports, documentation and all client materials freeing up more of your time to focus on what really matters.

Automated Document Generation
Automated
Recent Reports
Quarterly Review
Harrison Family Trust
24 pages
ADV Part 2B
All Clients
18 pages
Performance Report
Thompson Industries
12 pages
Compliance Summary
Internal
8 pages
Compliance Status
fiduciary Documentation:100%
regulatory Filings:Up to date
client Agreements:All current
audit Readiness:Fully prepared
Upcoming Deadlines
Form ADV Annual Updateready
March 30
Client Privacy Noticesin-progress
April 15
Custody Reconciliationscheduled
April 30
Automated This Month
Generated 47 client reports this month
Filed quarterly regulatory updates
Updated investment policy statements
Prepared audit documentation package

Built for advisory excellence

Strategy Performance

+112bps

Average alpha generation improvement after deploying Nyos's advanced portfolio strategies and risk management.

Pre-Nyos
Post-Nyos
89%
Strategies outperforming
2.8x
Sharpe ratio improvement

Client Growth

Help advisors win more clients with professional presentations and clear portfolio explanations.

+47%
NEW CLIENTS
Average increase in client acquisition

Automation

Reduce manual work with intelligent workflow automation and client management.

Save
15hrs
PER WEEK

Portfolio Analytics

Advanced factor analysis, attribution modeling, and risk decomposition for institutional-grade insights.

12+
Risk factors
98.7%
Attribution accuracy

Compliance

Built-in compliance tracking and reporting for RIA regulatory requirements.

ADV Reporting
Audit Trails
Risk Monitoring
Client Suitability

Experience the power of integrated advisory operations

See how our advisory technology platform can transform your client relationships, strategy performance, and operational efficiency.

Book a demo →

Be on the cutting edge in minutes instead of months.

Be a part of the future of wealth management.

Nyos

Up and running in 5 minutes

Legacy tools

Months