Nexus · AI in PlanTools
Launching Q1 2027
Nexus, the private AI built into PlanTools.
Ask about your book of business, a retirement plan, its funds, the decisions on record, or how an investment policy statement is written. Nexus works beside you in PlanTools, with answers from your PlanTools account, and only your account.
Launching Q1 2027. Early access is open now, for Enterprise subscribers. When it launches, open any plan in PlanTools and choose Nexus.
PlanTools
Nuts & Bolts 401k Plan · 3Q26
Nexus
Private to your account
You
Which funds scored lower this quarter than last?
Nexus
3 funds scored lower in 3Q26 than in 2Q26. All of them still pass, at 7 or more of 12.
- JLGMX
- JPMorgan Large Cap Growth R6: 10 → 9
- MFLLX
- Morgan Stanley Inst Inception R6: 10 → 9
- PICYX
- Victory Pioneer Bond Y: 12 → 11
PICYX is already proposed to map to FBKWX.
- Fund Scoring Executive Summaryp. 10
What Nexus does
An assistant that knows your plans, and nothing else.
Nexus is a chat inside PlanTools that reads the same record you do. Ask it a question about a plan, your book, or a document, and it answers from what’s on file, with the page it came from.
Chat with any plan
Ask about the plan you’re looking at.
Open Nexus beside any plan and ask in plain language. Summarize the quarter for the committee, see which scores moved, find what the investment policy statement requires, or total the assets in an asset class.
Nexus answers from the plan’s own scorecard, monitoring history, and documents, and names the report page behind each answer, so you can check it before it reaches a committee.
Nexus
Nuts & Bolts 401k Plan · 3Q26
You
Summarize this quarter for the committee.
Nexus
Nuts & Bolts 401k Plan, quarter ending September 30, 2026: 11 funds, 11 passing, none on the watch list, and none recommended for removal.
- Proposed change
- Map Victory Pioneer Bond Y (PICYX, score 11) to Fidelity Advisor Total Bond Z (FBKWX, score 12), both Intermediate Core-Plus Bond.
- Additions
- No additions this quarter.
- Proxy funds
- No Proxy funds.
- Executive Summaryp. 3
- Fund Decisionsp. 6
You
Which funds scored lower this quarter than last?
Nexus
3 funds scored lower in 3Q26 than in 2Q26. All of them still pass, at 7 or more of 12.
- JLGMX
- JPMorgan Large Cap Growth R6: 10 → 9
- MFLLX
- Morgan Stanley Inst Inception R6: 10 → 9
- PICYX
- Victory Pioneer Bond Y: 12 → 11
PICYX is already proposed to map to FBKWX.
- Fund Scoring Executive Summaryp. 10
You
What does our IPS require on expenses and manager tenure?
Nexus
The scoring legend in the investment policy statement gives each of these one point:
- Expense Ratio
- Lowest 50%, 1 point
- Manager Tenure
- 5 or more years, 1 point
PEQSX meets both in 3Q26: its expense ratio ranks in the lowest 15% of its peer group, and its manager tenure is 13 years.
- Scoring Legendp. 9
- Fund Scoring Reportp. 13
You
How much of the plan is in target date funds?
Nexus
$3,667,695.36, or 56.08% of the plan’s $6,539,899.91, across 2 funds:
- LIKKX
- BlackRock LifePath® Index 2040 K: $2,174,150.18, 33.24%
- LIHKX
- BlackRock LifePath® Index 2045 K: $1,493,545.18, 22.84%
- Fund Menup. 4
Try asking
Private to your account
Your account, and only your account.
Nexus answers from your firm’s PlanTools account and nothing else, and it sees only the plans and documents you can see. It isn’t a general chatbot with your data pasted in.
Your chats aren’t used to train AI models, and your PlanTools data isn’t either. We review chats only to find where to improve a feature or add a skill.
Nexus is read-only. It reads the file, and the file stays the file.
Nexus access
AAA Wealth Management, Inc.
AAA Wealth Management, Inc.
Signed in as George Washington · Advisor
Private
Nexus reads
- Plans you can access in PlanTools
- Scorecards and score history
- Investment policy statements
- Monitoring reports and fund decisions
- Benchmarking
- Fiduciary Vault documents, on a vault search
- Morningstar fund data
Never
- Other firms’ accounts
- Plans your permissions don’t include
- Training AI models on your chats or your data
- Changes to the record. Nexus is read-only
Remembers how you work
Answers in the shape you need.
Tell Nexus once how you like answers: written for a committee or for your team, the summary first, report pages cited. It remembers across chats, inside your account.
Start every chat from the same place, whichever plan, fund, or report you open it from.
Nexus preferences
Saved to your account
Write answers for
Committee selected.
- On
Summary first
Lead with the answer, then the detail.
- On
Cite report pages
Name the page or document behind each answer.
- On
Start from the page I’m viewing
Open on the plan, fund, or report in front of you.
- On
Save chat history
Keep chats in your account to pick up later.
- Off
Temporary chat
Don’t save this chat; delete it when it closes.
Scoring model
From each plan’s IPS
Bring your own assistant
Where you already work, through the MCP connector.
Advisors spend more of the day in AI tools and agents. The PlanTools MCP connector gives the assistant you already use the same reach into your account, so a question asked in a chat app, an IDE, or an agent is answered from the same record Nexus reads.
Your AI assistant
PlanTools MCP connector
Advisor
Draft a committee agenda from this quarter’s monitoring report.
Assistant
Used PlanTools
- Read Executive Summary p. 3
- Read Fund Scoring Executive Summary p. 10
- Read Fund Decisions p. 6
Committee agenda, from this quarter’s monitoring report:
- 1Executive Summary. 11 of 11 funds passing; none on watch, none recommended for removal.
- 2Scores to note. JLGMX 10 → 9, MFLLX 10 → 9, PICYX 12 → 11.
- 3Proposed change, for a vote. Map PICYX to FBKWX in Intermediate Core-Plus Bond.
More from Nexus
Built for the way advisors work.
Fiduciary Vault search
When you search the Fiduciary Vault, Nexus searches the documents in your account: the investment policy statement, plan documents, contracts, fee disclosures, and committee minutes. The vault’s encryption is tied to your account, so the search stays there and comes back fast.
Morningstar data + Nexus
Fund data in PlanTools is provided by Morningstar. Nexus answers fund questions from the same data, and dates every figure.
Across your book
Ask across every plan you serve: which plans hold a fund, which have a fund on watch, and which reviews come up this quarter.
Deleted on close
Chats are deleted when you close them.
Audit and export
A full audit and an exportable history can be captured.
Always at hand
Open Nexus from any page in PlanTools. It starts from the plan, fund, or report you’re viewing.
Three ways to ask
Nexus, Messenger, and the MCP connector.
Nexus answers questions about your account. Messenger is how you reach the PlanTools team. The MCP connector brings your account to the AI tools and agents you already use.
Nexus
Inside PlanTools
- Ask about
- Your book of business, plans, funds, decisions, and investment policy statements.
- Answered by
- Nexus, from your account.
Messenger
The PlanTools messenger
- Ask about
- Sales and support questions, help articles, and scheduling hands-on training.
- Answered by
- The PlanTools team, and our help articles.
MCP connector
The AI tools and agents you already use
- Ask about
- The same questions about your account, from a chat app, an IDE, or an agent.
- Answered by
- Your assistant, through the PlanTools connector.
Questions
Questions about Nexus
What can Nexus do?
Nexus answers questions about your PlanTools account: your book of business, each retirement plan, its funds and their scores, the decisions on record, and how each investment policy statement is written.
Ask it to summarize a quarter, explain a score, compare the funds in a lineup, find a document, or draft a committee agenda or a client email from what’s on file.
Where is Nexus available?
Nexus launches in Q1 2027, and early access is open now. It’s available to Enterprise subscribers, inside PlanTools, beside the plan, fund, or report you’re viewing.
To ask the same questions from another AI tool or agent, use the PlanTools MCP connector.
What data does Nexus use?
Only your firm’s PlanTools account: scorecards and score history, investment policy statements, monitoring reports and fund decisions, benchmarking, Morningstar fund data, and, when you search it, the documents in your Fiduciary Vault.
It sees only the plans and documents your PlanTools permissions allow. The vault’s encryption is tied to your account, so a vault search stays there.
Will my conversations be used to train AI models?
No. Your chats aren’t used to train AI models, and your PlanTools data isn’t either. We review chats only to find where to improve a feature or add a skill.
Can Nexus change anything in PlanTools?
No. Nexus is read-only. It reads your account to answer questions. Adding a fund, changing a criterion, or recording a decision is still done in PlanTools, by you, on the record.
What happens to a chat when I close it?
It’s deleted. A full audit and an exportable history can be captured.
Do I need a separate account?
No. Nexus is built into your PlanTools account. There’s no separate account and no separate sign-in.
Can I trust Nexus’s answers?
Check them. Like any AI, Nexus can be wrong. Every answer names where it came from, whether a report page, a scorecard, or a document, so you can confirm it before it goes to a committee or a client.
The record in PlanTools is the record. Nexus is a faster way to read it.
How is Nexus different from Messenger and the MCP connector?
Nexus answers questions about your account. Messenger is how you reach the PlanTools team: sales, support, help articles, and scheduling hands-on training. The MCP connector brings your account to the AI tools and agents you already use.
See Nexus on your own plans.
Early access is open now, ahead of the Q1 2027 launch. Nexus is available to Enterprise subscribers. Tell us about your book, and we’ll show you what it answers from it.