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Digital Client Management
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

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.

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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. 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.

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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.

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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.

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Enterprise
Solutions

A Better Experience For Your Clients Faster Revenue Growth For You

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Financial Advisor
Solutions

Your All-In-One Digital Wealth Management Solution

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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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