Reduce The Time To PerformNew Account Opening Tasks

Increase Engagement
With Your Clients

Reduce new account opening
applications that are NIGO byleveraging existing CRM data.

Real Results.
Real ROI.

With a fully digital, cloud-based platform, you’ll have the tools to deliver the same user experiences clients enjoy in other areas of their life.

Firms Who Have Partnered With Nest Wealth Have Seen Significant Improvements InTheir Onboarding Processes, DecreasesIn Overhead Costs & Business Growth.

Resources

Client Onboarding Guide

(Coming Soon)

Investment Guide

Reach Out To Your
Advisor To Learn More.

Features Faq's Talk To Advisor

Experience The Leading Solution
In Digital Onboarding

Engage more clients & realize revenue faster with Nest Wealth’s Dynamic Onboarding & Account Management Experience embedded within your existing technology.

Sign up for a demo today!

“Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

Privacy Legal

A Better Experience
For Your Clients.
Faster Revenue
Growth For Your Firm.

Digitize Your Onboarding for a Fraction Of The Cost.

Effectively Service More Clients

Reduce your account opening times & errors using a fully digital onboarding process.
Implement automated workflows that mimic your current operations.
Minimize regulatory risk with built-in compliance roles.
Gain daily actionable insights to improve operations with centralized data.

How It Works?

Both Nest Wealth Pro & Nest Wealth Pro for Salesforce
offer a fully collaborative wealth management solution. Our products are designed to integrate with your existing technology, custodian, compliance, workflows, and brand.

Not sure which solution is right for you? If your advisors spend most of their time in Salesforce, then Nest Wealth
Pro for Salesforce is the easy choice. Our Salesforce solution provides a unified Advisor experience within Salesforce, through the entire onboarding, account funding, KYC, and book transfer experience. No training or onboarding required.

If your advisors spend most of their time within your own Advisor Portal, then Nest Wealth Pro is for you. Nest Wealth Pro will be branded to look and feel like your existing portal. With rich integrations available, your advisors never leave your portal. API integration creates a seamless experience behind the scenes.

Your time is your greatest asset. You differentiate yourself through the relationships you’ve established with your clients through financial planning, quality of service, and personal communication.

Nest Wealth enables advisors to service more clients, more effectively, by enabling account opening & servicing while seamlessly integrating with your current technology, resulting in faster revenue growth.

Faster Revenue Growth

Significantly reduce NIGOs.
Streamline account opening time with fully digital onboarding that integrates with your current workflows
& custodian.
Provide more value by identifying cross & up-sell opportunities based on client activities & data.
Monitor operations with advanced reporting tools to identify areas that need improvement & accelerate
time to funding.
Set up triggered events that nurture your clients
through funding.

Improve Client Satisfaction

Collaborate with your clients on account opening & funding forms in real time.
Monitor client actions to proactively prepare for and service their next request.
Offer your clients the flexibility to choose their preferred communication method by expanding available channels.