Technesthai supported Nextam Partners SIM in the evolution of the Advisory II platform through a structured intervention across 6 key areas. Thanks to the fixed-price approach and the multidisciplinary team, the project delivered significant improvements in operational efficiency and process automation. Moreover, thanks to the partnership between Technesthai and the SMACT Competence Center, the project benefited from partial funding through PNRR contributions. `

The Company

Nextam Partners SIM is a securities brokerage company that offers advanced financial advisory services. To manage its operational activities, it uses Advisory II, a proprietary platform in which the company decided to invest to increase operational efficiency and automate key processes.

The Challenge

Nextam was looking for a technology partner capable of supporting the evolution of its platform, ensuring cost and timeline certainty through a structured approach. The goal was to modernize critical operational processes while maintaining service continuity and meeting agreed deadlines.

The Solution

Technesthai designed a structured intervention across 6 areas of the Advisory II platform, managed with a fixed-price approach to guarantee cost and timeline certainty. The multidisciplinary team, composed of Senior Developers and Senior Consultants, contributed both technical expertise and financial domain knowledge gained through previous experience in the Financial Services sector.

The intervention focused on:

• Automation of operational processes
• Integration of reporting directly into the core application
• Development of automated reconciliation features
• Optimization of data management processes
• Migration of functionalities toward centralized interfaces

The project was completed between June and September 2025, meeting all agreed milestones without delays.

An added value of the collaboration was Technesthai's support in accessing PNRR contributions through its partnership with the SMACT Competence Center, allowing Nextam to benefit from significant public co-funding.

The Results

The collaboration delivered tangible results for Nextam Partners SIM:

• Significant reduction in operational times thanks to automation of previously manual activities.
• Greater operational efficiency through integration and centralization of processes and reporting.
• On-time delivery with completion of the project within the expected timeline without penalties or delays.
• Optimized investment thanks to access to PNRR funds facilitated by the partnership with SMACT.

Technesthai's ability to combine technical expertise, experience in the Financial Services sector, and the capacity to leverage public funding mechanisms represented a decisive added value for the success of the project.