The Future of Your Firm Today

Designed to easily work with your existing products, processes, platforms and people allowing you to transition from analog wealth to digital wealth in a fraction of time for a fraction of the costs.

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Scale Your Business

Significantly reduce errors, account opening times and operational costs to position your firm for growth.

Strengthen Client Relationships

Give your advisors the tools they need to save time on administrative work and spend more time building relationships with clients and prospects.

Superior Client Experiences

Give your clients all of the information they need in one easy-to-use, modern portal.

Features

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 records. Your entire onboarding process made digital.

Business Dashboard

In one view, monitor key business metrics and be notified of suggested actions to move your prospects to clients.

 

Augmented Inteligence

Our smart intuitive A.I. allows your firm and your advisors to recognize and pro-actively engage with your clients based on what matters most to them.

 

Integrated Financial Planning

Advisors can get access to integrated financial planning with RazorPlan which is used by over 2000 Canadian advisors. Using propritetary calculations and algorithms, advisors can use RazorPlan to analyze a client’s financial and risk management needs while allowing them to create actionable client plans for different scenarios and priorities.

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“We decided to partner with a firm who could empower our financial advisers, beef up their proposition and allow National Bank to leapfrog ahead in the industry”.

Jonathan Durocher
President, National Bank Investments

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Frequently Asked Questions

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Can we use our own portfolios and products?

Yes. With Nest Wealth Pro, you have the freedom and flexibility to manage your portfolios the same way you do today.

Do I have to switch custodians?

Not at all! Our technology is designed to scale to your needs, which includes providing you with the autonomy to choose your own custodian(s).

Can I use our risk profile questionnaire?

No problem. The Nest Wealth Pro onboarding flow is fully customizable, so you can include your preferred onboarding questions without limitation.

Can I use my own branding?

Yes. At Nest Wealth, we understand the importance of building and maintaining a consistent brand. Our team will work with you to understand your brand and create your ideal investing experience.

Can I customize access?

The Pro platform gives you the option to set role-based permissions. With this, you can assign the appropriate permissions for each user to help you efficiently manage platform access.

How does Nest Wealth Pro's pricing work?

Nest Wealth Pro pricing is structured as two components:

A one-time setup fee: There is a one-time implementation fee that covers what is required to complete configuration and customization. This fee is based on the level of requirements provided and the estimated time and resources needed to complete the job.

An ongoing fee: The ongoing fee includes hosting, maintenance and support costs. This fee can be structured as a monthly flat fee for every client account on the platform, or BPS based on assets under administration (which declines as accounts or assets accumulate on the platform).

How long does it take to get set up?

Truth be told, it depends. Although implementation time ultimately varies by factors unique to each organization, it typically takes as little as three months to get our partners up and running on the Pro platform.

Who is using your technology?

Our partner list includes Portfolio Management firms, IIROC firms, Canadian banks, MFDA firms and registered investment advisors.

What are the benefits?

With the Pro platform, you can focus on your business by allowing our technology to focus on the day-to-day details. Nest Wealth Pro also gives you the freedom to customize the investing experience based on your brand preferences, improving your overall client engagement.

Is there a demo?

Yes, and we’d be happy to chat more about it!