The Future
Of Your Firm
Today
Wealth Management Solutions
For Financial Institutions
Financial Advisors differentiate themselves through the relationships they’ve established with their clients through financial planning, quality of service and personal communication.
Nest Wealth Pro empowers advisors to efficiently serve a larger client base by facilitating seamless account opening and servicing. It integrates seamlessly with your existing technology, accelerating revenue growth. Designed to easily work with your existing people, processes, products, and platforms to allow firms to transition from analog wealth to digital wealth in a fraction of time for a fraction of the costs.
Solution Offered For Firms:
Scale Your Business
Significantly reduce errors, account opening times and operational costs to position your firm for growth.
Real Results.
Real ROI.
Firms that have partnered with Nest Wealth have seen significant improvements in their onboarding processes, higher client satisfaction, decreases in overhead costs and business growth.
“We decided to partner with a firm who could empower our financial advisors, beef up their proposition and allow National Bank to leapfrog ahead in the industry.”
— Jonathan Durocher | President, National Bank Investments
Digital Onboarding
Open accounts and add new clients in as little as 5 minutes with absolutely no paper and straight-through processing to the book of record.
Insights Dashboard
In one seamless view, gain visibility into key business metrics and be notified of suggested actions to convert your prospects to clients.
Actionable Insights
Our intuitive actionable insights allow your firm and your advisors to recognize and proactively engage with your clients based on what matters most to them.
Configurable Solution
Use your branding, risk profile questionnaires, portfolios & custodians. Gain permissions to assign roles for each user & manage platform access.
Digitize your Onboarding
for a Fraction of the Cost
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.