Nexor Technologies
NexorTechnologies
Our Products

Software that replaces broken workflows

Each Nexor product targets a high-friction industry and rebuilds the core workflow from the ground up.

The Problem

Your financial life is spread across six apps — with no estate plan in sight

Net worth requires a spreadsheet to calculate — if it gets updated at all
Insurance policies are in a filing cabinet; renewals get missed
Estate plan is a dusty PDF that doesn't reflect current assets
Tax documents are hunted down one form at a time each February
No way to give an advisor a clean financial picture without hours of prep
The Solution

One dashboard for your full financial picture — and an actual estate plan built from it

Plaid-connected real-time net worth across every account and property
Trust builder auto-populates from your linked data — no re-entering
Insurance, property, investments, and estate docs all organized for you
Tax document center flags exactly which forms are missing
Share a scoped view with advisors — audited, expiring access

Nexor Net Worth

Live

Financial Dashboard & Estate Planning Platform

A combined net-worth tracking and self-service estate planning platform — connect your accounts via Plaid for a real-time financial picture, then use that live data to generate a complete, executable PDF trust document without re-entering anything.

Real-time via Plaid
PDF Trust Generation
AI Document Fill
Scoped Vault Sharing

Platform Modules

Financial Dashboard

Every account connected in one place — bank, investment, and mortgage balances synced via Plaid with a real-time net worth view and spending breakdown.

Real-time net worth via Plaid
Spending & budget tracking
Stock portfolio + realized gains/losses
Bill payment tracking with due-date alerts
Lender-ready financial statement export
Property & Protection

Full picture of what you own and what covers it — property equity, rental income, insurance policies, and college savings all tracked in one dashboard.

Property equity + amortization schedules
Rental ledger — income/expense per property
Insurance tracker (all policy types)
Coverage summary + renewal alerts
529, Coverdell, UTMA/UGMA college savings
Estate & Compliance

Turn your linked financial data into an actual estate plan — trust builder auto-populates from your accounts and outputs a complete, executable PDF trust document.

Trust builder — auto-fills from Plaid data
Beneficiary designations by account
Estate tax calculator
Tax doc center — W-2s, 1099s, K-1s by year
Scoped vault sharing with full audit trail

Plans & Access

Built for individuals and advisors

Personal tiers for individuals building their estate plan and tracking their financial life. A separate Practice plan lets attorneys and advisors manage multiple clients from one dashboard — with scoped access, full audit trails, and expiring access controls.

Tiered client subscriptions
Practice plan for advisors
Multi-client dashboard
Scoped + audited access
Expiring access controls
Live at nexornetworth.com

Platform & Stack

Next.js 16
App Router
TypeScript
End-to-end
Plaid API
Account linking
PostgreSQL
via Neon + Prisma
AI Fill
Document upload
Want something built for you?

This is what we build for clients

Nexor Net Worth is what we built ourselves. If you need a custom platform, internal tool, or AI-powered workflow for your business — we can do the same for you.

Start a ProjectAsk a Question

No commitment. Let's just talk.