For RIAs & wealth teams

Every new account, NIGO-checked by 9 a.m.

NineSweep checks onboarding paperwork against custodian rules overnight — before it's submitted — and hands you a verdict per account: good-to-submit, or the exact defect list that would have bounced it. No more two-week NIGO round-trips. You make the calls.

Book a 20-minute demo

Not ready to share logins? Email one account packet and get the defect list back.

We do the legwork. You make the call.

NIGO check · 9 accounts in queueGenerated 8:47 AM
AccountFormsChecked againstVerdict
Rollover IRA · T. Nguyenapp + ACAT + beneficiary3 of 3Schwab rulesGood to submit
Joint · M. & K. Harmonspousal signature p.4 blank2 of 3Schwab rulesFix first
Trust · Ellsworth Familytrustee cert dated 20194 of 4Schwab rulesHold
SEP-IRA · Cactus Wren LLCapp + agreement2 of 2Schwab rulesGood to submit
Illustrative output. Your custodian, your checklist — every verdict links to the pages and documents it came from.
How a Tuesday goes

Assign the pile at close. Read verdicts with your coffee.

5:41 PM

You point NineSweep at the queue

Every account waiting to be opened or transferred — the paperwork your ops person checks line by line between everything else.

2:17 AM

It does the legwork

Reads each packet read-only, checks every field, signature, and date against the custodian's current requirements.

8:47 AM

Verdicts, with receipts

Good-to-submit or a precise defect list per account — each finding citing the form, page, and rule it violates.

9:00 AMYou make the calls.

Built for owners burned by “AI”

Trust is the product.

Read-only by design

Nothing in your systems changes. NineSweep gathers and judges; anything outgoing — an email, a submission — is drafted for your signature, never sent.

Verdicts with evidence

No chatbot prose. Every recommendation is a row in a table, and every row cites the documents and portal screens it was read from.

Correct it once

When a judgment call is off, say so in plain English. NineSweep revises its own playbook, re-decides the case, and never makes that mistake again.

“But our rules are special.”

Good. Teach it yours — in a sentence.

Your quirks, your carve-outs, your definition of “worth a second look” — typed as feedback, kept forever, applied to every run after. No tickets, no retraining projects. Watch:

The queue · after your rulePlaybook v6
AccountFormsChecked againstVerdict
Trust · Reyes Familytrustee cert dated 20214 of 4Schwab rulesGood to submit
Joint · M. & K. Harmonspousal signature p.4 blank2 of 3Schwab rulesFix first
SEP-IRA · Cactus Wren LLCapp + agreement2 of 2Schwab rulesGood to submit

See it on your own files first

Email one new-account packet. You'll get back the NIGO verdict — good-to-submit or the defect list, each finding cited to the form and field. No system access, no setup.

Send a packet
From the founder
“NineSweep grew out of production agent automation for university ERP workflows — the same gather-across-screens, judge-by-the-rules work an agency runs every renewal cycle. I build it, I run your pilot personally, and every verdict shows its work. If it can't earn your trust on your own book, it shouldn't have it.”

Apoorv Agarwal · Founder, NineSweep · Phoenix, AZ