Digital Wealth
Ecosystem

We provide banks, wealth and asset managers with a complete, cutting-edge and multi-device client engagement, advisor & investment management solution.

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The Leading Digital Onboarding Solution for Firms

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

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

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The Leading Digital Onboarding Solution for Firms

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

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

LEARN MORE
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Financial Planning Solutions

A Wealthier Future For Your Clients & You

Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks. Plus makes managing client investments easy by using technology and proven investment principles by seasoned Portfolio Managers. Most importantly, 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.

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Simplified Financial Planning Software For Advisors

Financial planning shouldn’t be a chore for advisors or their clients. 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. RazorPlan allows for big picture planning analysis and straightforward planning to suit virtually every scenario.

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Nest Wealth Digital Solutions

Digital Solutions

With our Digital Solutions we leverage our deep industry experience to help our clients optimize and streamline their workflows.

Regardless of which 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

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Man and woman reviewing financial dashboard

Financial Advisor
Solutions

Your All-In-One Digital Wealth Management Solution

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Digital Solutions

With our Digital Solutions we leverage our deep industry experience to help our clients optimize and streamline their workflows.

Regardless of which 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

Individual
Investors

Sophisticated but accessible solution for Individual Investors

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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

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