Features
Every decision, backed by a clear reason.
Nimbus Fondwick combines structured data review with disciplined process design, so families and their advisors always know what changed, why it changed, and what it means for the plan.
Open an accountOverview
Built for the parts of wealth management that get overlooked
Most long-term financial plans fail not because of bad ideas, but because of missed reviews, unclear reporting, and decisions made without full context. Nimbus Fondwick is structured around closing those gaps — with a consistent process, visible reasoning, and reporting that a family can actually read.
Core capabilities
What Nimbus Fondwick does differently
Structured portfolio review
Holdings are reviewed against a documented set of criteria on a fixed schedule, rather than on an ad hoc basis. Every review produces a written record of what was assessed and what, if anything, changed.
Rules-based rebalancing
Allocation drift is checked against pre-agreed thresholds. When a threshold is crossed, a rebalancing recommendation is generated and logged, with the triggering condition stated plainly.
Plain-language reporting
Statements and summaries are written to be read by the account holder, not just an analyst. Fees, allocation changes, and performance context are presented together, in the same document.
Household-level view
Multiple accounts belonging to the same household — registered, non-registered, and joint — are considered together when assessing allocation and risk, rather than in isolation.
How it works together
Advisor judgment, supported by consistent process
Automated checks handle the recurring, rules-based work — flagging drift, scheduling reviews, compiling reports. That leaves advisors free to focus on the decisions that require actual judgment: goals, timelines, and family circumstances.
The result is a workflow where nothing routine gets skipped, and nothing important gets buried in routine.
Feature workflow
From data to decision, in four steps
1. Data intake
Account positions, transactions, and mandate details are gathered into a single household record.
2. Scheduled assessment
Allocation, fees, and drift are checked against the household's stated thresholds and constraints.
3. Recommendation
Any flagged item is turned into a documented recommendation, with the underlying condition stated.
4. Advisor review & reporting
An advisor reviews the recommendation before action, and the outcome is written into the next report.
This workflow applies to every account on the platform, regardless of size, so smaller households receive the same process discipline as larger ones.
Feature comparison
What's included by service level
| Feature | Standard | Managed |
|---|---|---|
| Scheduled portfolio review | Quarterly | Monthly |
| Rules-based rebalancing | Included | Included |
| Household-level view | Single account | Full household |
| Plain-language reporting | Included | Included |
| Named advisor contact | Shared team | Dedicated |
Service levels are illustrative and subject to change; confirm current terms with Nimbus Fondwick before making decisions based on this table.
See how these features apply to your household
Open an account or speak with our team to walk through your existing holdings.
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