What does your client need?
I want to receive R$ 3,000 a month for the next 3 years.
From your client's goal to the investment product, in minutes.
Genesis gives advisors and bankers the infrastructure and the intelligence to personalize investments to an institutional standard, at scale. The product built to measure, which used to take weeks to structure, now fits into the working day of any book.
Build and structure hyperpersonalized investment products
Genesis turns the request into criteria for risk, term, index, cash flow and liquidity, reads the assets Nexa has selected and structures a product of its own, ready for you to review and recommend.
01Goal
Describe the client's goal, by text or by voice.
That request is where the product starts. No form, no menu of thousands of options to pick through by hand, no ready-made products.
02Analysis
Genesis reads the goal and works out the right mix of assets.
Dozens of criteria, analysed in seconds. Fractional assets curated by Nexa are selected and the right portfolio is modelled.
03Build
A product of its own is structured.
The selected assets are combined into a single product, optimised for that request and carrying institutional-grade governance. Settlement is one click away.
Term3 years
Cash flowR$ 3,000 a month
Risk
- AAA55%
- AA30%
- A15%
Composition
- Asset A42%
- Asset B33%
- Asset C25%
Final mix
Cash flow36 monthly payments
Issuance and settlement in one click
Fact sheet, documentation and the note for your client, ready to go.
Sharper recommendations. More time for the client.
Genesis turns a manual, expensive process reserved for large fortunes into something that fits any book: high-quality products, safely structured and designed around each client's goal, in real time.
From weeks to minutes
What took weeks to structure and hours to execute now happens in a conversation.
Personalization at scale
Every client gets a product of their own, and Genesis handles the implementation.
Flexibility
More relevant, more flexible solutions for each client, and more revenue per real invested.
Access to institutional-grade investments
Every asset that enters Genesis is curated by Nexa, which reviews where the payments come from, the risks and the terms of each operation. The product is born with the structure and governance of the capital markets, which used to be reachable only by large institutions and large fortunes.
Asset fractionalisation
It lets assets be recombined in almost endless ways. Genesis weighs those combinations and organises the best of them into a product of its own for each client, settling in seconds and without the operating cost that kept personalization to a few.
The AI assistant built for the advisor
The same intelligence that builds the product monitors the flows, suggests optimisations and prepares the reports across the life of the investment.
Testimonials
“At Nexa we found a combination that is hard to find in this market: real curation, technology and solutions built for what we actually need. More than access to good investment theses, we found a strategic partner that pairs capital markets experience with a genuinely new way of thinking about products and portfolios for our clients.”
Marcelo CabralPartner at Citrino Gestão
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