NSights — feature map

Three views from the top, then the detail. Lead with who's involved, the platform shape, and what an advisor actually does. Drill down for the full inventory and roadmap below.

1.Actors

Who interacts with NSights, and what they need from it

Advisorprimary user

Owner-operator broker. Needs to justify product recommendations, satisfy CPC, and look professional in front of clients.

Firm adminfirm-internal

Sets branding, disclosures, user list, and subscription. May also own the investment committee role at smaller firms.

Investment committeefirm-internal

Defines and maintains the firm's CIP. Approves portfolios; rationale propagates to advisors.

Compliance officerfirm-internal

Reviews suitability reports, monitors flagged client cases, owns the disclosure text.

Clientrecipient

Receives the branded deck. Doesn't log in. Source of CRM data via the firm's CRM.

Central Bank of Irelandregulator

Indirect actor — defines the CPC rules NSights bakes in. Inspects firms; never logs in.

Life co (×6)data supplier

Zurich, Aviva, Irish Life, New Ireland, Royal London, Standard Life. Provide monthly fund prices + tactical AA.

CRM systemsintegration

Tishkint, BISPlatform, Online Application, Money Advice, Bestadmin. Source of the firm's client book.

Compliance consultantper-firm partner

External adviser to the firm. Owns the disclosure variants. Different firms use different ones.

NSights teamplatform owner

Curates the content library, trains and governs the agents, maintains the rule set behind the platform.

2.High-level architecture

Three tiers — inputs, platform, outputs — at the highest level

flowchart LR classDef in fill:#1e293b,stroke:#334155,color:#e2e8f0,rx:6 classDef core fill:#4338ca,stroke:#818cf8,color:#fff,rx:8 classDef gov fill:#7c2d12,stroke:#fb923c,color:#fff,rx:6 classDef out fill:#15803d,stroke:#22c55e,color:#fff,rx:6 subgraph IN["INPUTS"] direction TB FP["Fund prices
(life cos)"]:::in MD["Market data
(indices)"]:::in CRMD["CRM data
(client book)"]:::in CL["Content library
(visuals + commentary)"]:::in end subgraph CORE["NSIGHTS PLATFORM"] direction TB GOV["Governance — Ireland CPC + firm rules + disclosures"]:::gov AGENTS["Four AI agents
Investment / Portfolio / Compliance / Marketing"]:::core DECK["Deck builder
persistent right-rail preview"]:::core GOV --- AGENTS AGENTS --- DECK end subgraph OUT["OUTPUTS"] direction TB BR["Branded deck
PPTX / PDF"]:::out AR["Auto suitability
+ review reports"]:::out AL["Continuous monitoring
+ alerts"]:::out end IN --> CORE --> OUT

Three layers, one direction of flow. The governance layer is the IP — it's what makes the agents safe to ship to a regulated industry. Models are interchangeable; the ruleset on top is not.

3.Advisor features

What an advisor can actually do — jobs-to-be-done, not internal architecture

Justify a fund recommendation
Investment

"I'm recommending Zurich Prisma 5 over Irish Life MAPS 5 — show me the research that proves it."

Output: branded slide deck with cumulative + annualised + rolling + yearly + vol-vs-return charts, peer benchmarks, written rationale, and auto-compiled disclosures.

Build a portfolio
Portfolio

"Build a balanced multi-asset portfolio for a 50-year-old with €300k. Strategy-agnostic — passive, active, core-satellite."

Output: portfolio with weighted holdings, key metrics (volatility, ESMA risk, expected return), and written rationale per fund.

Run my firm's CIP
Portfolio

"Centrally manage our 5 model portfolios. When we change a fund, all advisors get the new rationale."

Output: firm-managed portfolios on the dashboard, "Add to preview" deck integration, propagation to advisor outputs.

Generate a client deck
Deck builder

"I have a meeting Thursday. I need a branded report from this research."

Output: downloadable PPTX/PDF in firm branding, persistent preview as you compose, save drafts and share.

Auto-run suitability reviews
Compliance

"I have 200 clients on recurring fees. Generate the suitability report for each one."

Output: per-client suitability + performance reports pulled from CRM data, satisfies CPC recurring-fee requirement.

Watch my client book
Compliance

"Tell me when one of my clients is in an underperforming fund — before the next review."

Output: continuous monitoring with intelligent prompts, performance alerts on flagged client positions.

Run a campaign
Marketing

"Pitch pre→post retirement to my over-60s book. Or move idle deposits into investment."

Output: pre-built campaign decks (cash-deposit, IORPS2, ARF transfer, UK pension, corporate, retirement). Personalised per client.

Explain a concept to a client
Marketing

"I need a one-pager on 'Time in market vs timing the market'. And one on the Magnificent 7."

Output: concepts library — reusable visual explainers ready to drop into any deck.

Plan with a client
Planning

"Show this client three retirement scenarios — early, on-time, deferred. With outcomes."

Output: goals-based scenario modelling with visualised outcomes. (Deferred — post-MVP3.)

Set up my firm
Foundation

"Brand the platform with my logo. Upload our compliance disclosures. Add my two support staff."

Output: firm settings — branding, disclosures, user management. One-time setup, applies to every output thereafter.

Drill-down

Detail beneath the 1000ft view: full architecture, every backlog item, the phased build.

4.System architecture

Data flow, agent layer, output engine — full detail

flowchart TB classDef src fill:#1e293b,stroke:#334155,color:#e2e8f0,rx:6 classDef data fill:#0f766e,stroke:#14b8a6,color:#fff,rx:6 classDef agent fill:#4338ca,stroke:#818cf8,color:#fff,rx:8 classDef deck fill:#b45309,stroke:#f59e0b,color:#fff,rx:8 classDef out fill:#15803d,stroke:#22c55e,color:#fff,rx:6 classDef gov fill:#7c2d12,stroke:#fb923c,color:#fff,rx:6,stroke-dasharray:4 subgraph SRC[External sources] direction LR LC["Life co feeds
monthly prices"]:::src MI["Market indices
Bloomberg, FE"]:::src CRM["Advisor CRMs
Tishkint, BIS, etc."]:::src UPL["Manual upload
fallback"]:::src end subgraph DATA[Data layer] direction LR PR["Price store"]:::data META["Fund metadata
name, strategy, ESMA, SFDR"]:::data AA["Asset allocation
strategic + tactical"]:::data SS["Historic stress scenarios"]:::data end subgraph AGENTS[Four AI agents] direction LR INV["Investment Agent
Warren — CFA"]:::agent PORT["Portfolio Builder"]:::agent PLAN["Planning Agent
QFA / FP / IA"]:::agent COMP["Compliance Agent"]:::agent MARK["Marketing Agent"]:::agent end DECK["Deck builder
persistent right-rail preview"]:::deck subgraph OUT[Output] direction LR PPTX["PPTX export"]:::out PDF["PDF export"]:::out SHARE["Share link / email"]:::out end GOV["Governance layer — approved data only + Ireland CPC + firm rules + per-consultant disclosures"]:::gov LC --> PR MI --> PR UPL --> PR CRM --> COMP PR --> INV PR --> PORT PR --> PLAN META --> INV META --> PORT AA --> INV AA --> PORT SS --> INV INV --> DECK PORT --> DECK PLAN --> DECK COMP --> DECK MARK --> DECK DECK --> PPTX DECK --> PDF DECK --> SHARE GOV -.- INV GOV -.- PORT GOV -.- PLAN GOV -.- COMP GOV -.- MARK

5.Feature inventory

Every backlog item, grouped by area, coloured by phase

MVP1 — the wedge (months 0–4) MVP2 — CIP + compliance (4–8) MVP3 / later (8–14, then deferred) Decision needed
A · Foundation6 features
A1Multi-tenant auth A2Firm branding A3Compliance disclosures A4User mgmt A5Settings A6Demo / trial mode
B · Data layer11 features
B1Monthly price ingest B2Direct life-co feeds B3Manual upload B4Fund metadata B5ESMA SRRI B6SFDR B7Asset allocation B8Tactical AA calls B9Market indices B10Stress scenarios B11Wealth-manager funds
C · Investment Agent · Warren12 features
C1Fund grid C2Comparison view C3Cumulative chart C4Annualised bars C5Rolling 2Y C6Yearly bars C7Volatility 5Y C8Vol-vs-return scatter C9Peer benchmarking C10Qualitative "why" C11Custom chart builder C12Auto-disclosures
D · Portfolio Builder8 features
D1Drag-drop construction D2Strategy-agnostic engine D3Written rationale D4Metrics panel D5CIP D6Investment-cmte controls D7Rationale propagation D8Add to preview
E · Planning Agent4 features
E1Goals-based reasoning E2Scenario modelling E3Concepts library E4Forecast graphing
F · Compliance Agent · Client portal10 features
F1CRM framework F21st CRM connector F3AUM by provider F4Performance distribution F5Per-client suitability F6Per-client performance F7Auto suitability reports F8Auto perf/review reports F9Continuous monitoring F10Performance alerts
G · Marketing Agent · Campaigns11 features
G1Campaign library G2Cash deposit→invest G3IORPS2 G4Corporate investments G5UK pension purchases G6ARF transfers G7Pre→post retirement G8Passive→active G9Personalisation G10News feed G11Recent presentations
H · Deck builder · Output9 features
H1Right-rail preview H2Cover slide H3Add content slide H4End/disclaimer H5PPTX export H6PDF export H7Save drafts H8Share link H9Server-side render engine
I · Governance5 features
I1Whitelisted data sets I2Ireland CPC rules I3Firm-specific rules I4Per-consultant disclosures I5Audit log
J · Future / nice-to-haves5 features
J1App form storage J2In-platform completion J3Multi-region J4Full white-label J5D2C product line

6.MVP roadmap

14-month sequenced build, ~€240k against €250k budget

MVP1 · the wedgemonths 0–4
"Advisor selects funds → CPC-compliant branded deck out."
  • Foundation A1–A5
  • Data: B1, B3, B4, B5, B7, B9
  • Investment Agent C1–C10, C12
  • 4 risk tiers (Cautious / Balanced / Growth / Equity)
  • Deck builder H1–H5, H7, H9 (PPTX out)
  • Governance I1, I2 (Ireland CPC)
~€60k · 1.5 senior devs
MVP2 · CIP + compliance startermonths 4–8
Unlocks larger firms; opens recurring-fee story.
  • Portfolio Builder D1–D5, D8
  • Compliance F1, F2 (one CRM), F3–F8, F10
  • Concepts library E3 (6–10 visuals)
  • PDF export H6, share H8
  • SFDR B6, tactical AA B8, stress B10
  • News feed G10
~€80k · 2 devs
MVP3 · depthmonths 8–14
Marketing surface, monitoring, governance maturity.
  • Marketing Agent + 5 campaigns G2–G6
  • Continuous monitoring F9
  • 2nd CRM connector
  • Investment-committee controls D6, D7
  • Custom chart builder C11
  • Audit log I5, firm rules I3, per-consultant I4
  • Wealth-manager funds B11
~€100k · 2 devs

Out of MVP entirely: Planning Agent (E1, E2, E4), application forms (J1, J2), multi-region (J3), full white-label (J4), D2C (J5). Each is a v2 conversation after first 100 firms onboarded.