A recent win for Nest Wealth! We’re proud to announce our latest partnership with wealth management firm, SP Wealth LP.
Read how Nest Wealth Pro partners with SP Wealth LP to provide a fully digital solution to help improve operational efficiency, increase advisor capacity and better engage clients.
Nest Wealth, North America’s leading digital wealth solution provider, is pleased to announce SP Wealth LP has chosen the Nest Wealth Pro platform to elevate the firm’s digital advice capabilities and offerings. “We are excited to be working with SP Wealth LP to bring greater convenience to their members and advisors,” says Randy Cass, CEO of Nest Wealth. “The wealth management industry is rapidly evolving and Nest Wealth Pro provides industry-leading firms with a best-in-class technology-driven solution while also allowing them to control costs and their advisors to better serve clients.”
Nest Wealth Pro is designed to integrate with a firm’s existing infrastructure and increase efficiency by automating tasks like client onboarding, KYC, and goal tracking. Advisors are able to monitor, communicate and manage all of their clients in one place giving them more time to focus on their existing clients and growing their business. Firms are able to capture key client behaviour, event or required actions to ensure they are always informed and in position to add value. By combining these advantages firms are able to provide a better client experience while being more efficient resulting in significant growth in revenues.
Nest Wealth brings an unrivaled combination of experience and technology to the table that will help us modernize and accelerate our firm. Being able to substantially reduce the administrative work that doesn’t add value to our clients and reallocate that time and energy to serve our clients better will greatly enhance our overall platform. – James Fox, CEO at SP Wealth LP
Working with some of Canada’s largest firms for years and, being able to take their feedback to evolve our platform has led to great innovation for our clients and better outcomes for both advisors and their Canadian investors. – Randy Cass
About SP Wealth LP
SPWealth is an independent wealth management firm that serves the needs of individuals, families, and foundations who want to build and preserve their wealth. Our mission is to deliver expert guidance, superior long-term returns, and exceptional service to our clients.
About Nest Wealth
Through leading-edge technology and industry-tested investment rules, Nest Wealth provides investors with a smarter, quicker way to reach their financial goals. Nest Wealth is an automated, low-cost, and transparent direct-to-investor wealth management solution that makes it easier for investors to obtain sophisticated management of their financial portfolio. Nest Wealth Pro offers advisors and investment firms a white label digital wealth management solution to better serve their clients through simple onboarding, greater transparency and fully-integrated back office and compliance functionality. Nest Wealth at Work, a fully-digital group RRSP plan, is the only group RRSP offering developed specifically for small-to-medium-sized businesses to quickly and easily offer their employees a path to financial well-being. Together, Nest Wealth has built a better way to invest.