National Bank Logo
Raymond James Logo
Manulife Securities Logo
Hub Financial Logo

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

 

By landing in North America, Objectway takes a significant step to expand its capabilities and geographic footprint, to becoming the trusted end-to-end global partner for the wealth management industry.

The Leading Digital
Onboarding
Solution for Firms

 

Nest Wealth Pro is a flexible solution
configurable for two different use cases.

Nest Wealth Pro For CRM is embeddable within your
existing Salesforce installation, while Nest Wealth Pro
can be embedded seamlessly within your current portal,
branded specifically for you.

LEARN MORE

Digital Wealth Solutions for Advisors

 

A Wealthier Future For Your Clients & You

Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks. Nest Wealth Plus makes managing client investments easy by using technology and proven investment principles by seasoned Portfolio Managers. Most importantly, Nest Wealth Plus provides a platform for your clients to retire richer & gives you, the advisor, a consistent high payout recurring revenue stream to grow & protect your business.

LEARN MORE

Simplified Financial Planning Software For Advisors

Financial planning shouldn’t be a chore for advisors or their clients. Nest Wealth RazorPlan is an innovative financial planning software solution for Canadian advisors that simplifies complex financial planning processes to help you deliver an exceptional and user-friendly client experience.

Provide powerful advice suited to the individual needs of each client, all from within one financial planning platform. Nest Wealth RazorPlan allows for big picture planning analysis and straightforward planning to suit virtually every scenario.

LEARN MORE
Nest Wealth Digital Solutions

Nest Wealth
Digital Solutions

With Digital Solutions for both Financial Institutions & Individual Wealth Advisors, we leverage our deep industry experience to help our customers optimize and streamline their workflows.

Regardless of which Nest Wealth solution you choose, our focus is always on achieving measurable results.

Financial Advisors IPad and financial Dashboard

Enterprise
Solutions

A Better Experience For Your Clients
Faster Revenue Growth For You

LEARN MORE
Man and woman reviewing financial dashboard

Financial Advisor
Solutions

Your All-In-One Digital Wealth
Management Solution

LEARN MORE

Solar Energy
Storage

Objectively innovate empowered manufactured products whereas parallel platforms.

Eco Friendly
Power

Objectively innovate empowered manufactured products whereas parallel platforms.

Utility Scale
Efficency

Objectively innovate empowered manufactured products whereas parallel platforms.

Insights & News

GET THE LATEST NEWS & INSIGHTS

Sign up and Stay up-to-date with the
Latest from Nest Wealth

Text.

Text.

By clicking “Subscribe” you agree to receive email communications from Nest
Wealth as described in our Privacy Policy. You can unsubscribe at any time.