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Nest Wealth acquires Razor Logic Systems to bolster services to advisers

The StarMay 15, 2019

Nest Wealth has acquired privately owned Razor Logic Systems, an Edmonton-area company that provides banks, investment firms, and independent advisers with a platform to generate complex financial plans for their clients.

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Nest Wealth acquires Canadian software firm

Wealth ProfessionalMay 15, 2019

Nest Wealth, the digital wealth management platform, today announced the acquisition of Alberta-based Razor Logic Systems, the makers of RazorPlan, one of Canada’s leading financial planning software solutions.

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Nest Wealth Acquires Razor Logic Systems

BetakitMay 15, 2019

Toronto-based Nest Wealth, a digital wealth management platform, has acquired Razor Logic Systems, the creator of RazorPlan, a Canadian financial planning software solution.

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Nest Wealth Acquires Razor Logic Systems

NewsWireMay 15, 2019

Nest Wealth Acquires Razor Logic Systems, Becoming First B2B Digital Wealth Management Platform to Offer Both Professional Investment Solutions and Sophisticated Financial Planning Capabilities. You can find out more, here.

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Named One Of The 50 Best Workplaces™ in Canada

Press ReleaseApril 26, 2019

Nest Wealth, Canada’s leading digital wealth management solution provider, is proud to announce that it has been named one of the 50 Best Workplaces™ in Canada for 2019.

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How Nest Wealth became talent-rich

MaRSDDApril 2, 2019

Founder and CEO Randy Cass explains how his company attracted and retained great employees with a little help from MaRS.

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Monarch Wealth Systems Selects Nest Wealth Pro to Enhance Advisor Productivity and Increase Client Satisfaction

CisionMarch 5, 2019

Nest Wealth Pro, the leading digital wealth platform, is being incorporated into Monarch’s existing processes and infrastructure.

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Your Money Month: Robo-advisors on the rise

BNN BloombergMonday, February 25, 2019

Randy Cass, CEO of Nest Wealth, joins BNN Bloomberg to discuss the rise of robo-advisors in Canada after their recent survey showed almost 30 percent of new RRSP accounts are with robo-advisors.

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What to expect from the next five years of robo advisors

Wealth ProfessionalMarch 5, 2019

Nest Wealth CEO Randy Cass discusses the future of digital wealth management solutions and how both investors and advisors will need to shift their thinking.

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