A Wealthier
Future For You
& Your Clients
Digital Wealth Management Solution
For Financial Advisors & Planners
Financial Advisors differentiate themselves through the relationships they’ve established with their clients through financial planning, quality of service and personal communication.
Solutions Offered For Financial Advisors & Planners:
Expand Your Audience
Increase your appeal to high-net-worth and other investors looking to take advantage of a low-cost digital solution.
Scale Your Business
Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks while keeping more of what you earn.
Be Independent
Take control of the solutions you offer your clients and work with an independent partner that prioritizes the success of you and your clients over external big company interests.
Wealth Management Platform For Different Needs
Eliminate Compliance Burden & Offer More Value
Defer the “know your client”, “know your product” and suitability responsibility to a portfolio manager.
Boost Profitability & Eliminate Headaches
Outsource low-value activities to improve economies of scale, allowing you to focus more on building new and nurturing existing client relationships without the burden of compliance, administration, and investment management responsibilities.
Offer More Value To Clients
Add passive and actively managed portfolios to your product shelf for your clients, make money less abstract with our technology and make your clients want to engage more with simple functionality. Provide them with a total online account view with easy access to charts and dashboards.
Transition Your Practice For The Future
Alleviate risk and your administrative burden while maintaining access to client information and improved tracking of all of your client accounts. Best of all, keep more of your revenue and decrease your overhead costs.
Easy Client Referrals
Our platform makes customer referrals fast, easy and hassle-free.
Offer More Value
Our technology makes money less abstract, empowering clients to engage more – a total online account view with easy access to charts and dashboards.
Save Your Clients Money
Our capped monthly fees mean the more your clients invest the more they save. Your clients pay a maximum of $150/month no matter how much they invest.
Get Better Insights
Our advisor dashboard makes it easy to get all the information that powers the financial plan you create.
Diversify Your Offerings
Add passive and actively managed portfolios to your offerings for your clients.
Strike The Right Balance
Deliver a win-win proposition that makes you look great in the eyes of your clients.
Save Your Clients Money
Our capped monthly fees mean the more your clients invest the more they save. Your clients pay a maximum of $150/month no matter how much they invest.
Help Your Advisor Team Reach Their Full Potential
Provide your advisor’s access to passive and actively managed portfolios through an innovative digital platform.
Level The Playing Field For Your Advisor.
Improve retention and increase client leads by reaching a broader audience with another product offering.
Flexibility To Service All Your Client Segments
We provide you with the support to mitigate risk, decrease compliance burden and improve the client experience overall.
Real Results.
Real ROI.
Firms that have partnered with Nest Wealth have seen significant improvements in their onboarding processes, higher client satisfaction, decreases in overhead costs and business growth.
“I’m very pleased with the transition and transfer of my business to Nest Wealth. Their strong competitive advantages include their ability to seek timely solutions, the high-quality support team ensuring client service issues are sorted out with the custodian, and the excellent, easy-to-use client and advisor interfaces. The sign-in as a client feature is first in class compared to the competition.
The RazorPlan financial planning tool is excellent. I find it beneficial to include this in my client service level offering. I use it to project retirement income and to present life insurance sales opportunities. I’m looking forward to having the comfort of a reliable and competent solution for my wealth management business.”
— Ian Thompson | Director, Governance & Analytics, Jones DesLauriers
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 record.
Insights Dashboard
In one view, gain visibility into key business metrics and be notified of suggested actions to move your prospects to clients.
Actionable Insights
Our intuitive actionable insights allow your firm and your advisors to recognize and proactively engage with your clients based on what matters most to them.
Configurable Solution
Use your branding and have the freedom to use your risk profile questionnaire, portfolios, products and custodians. With role-based permissions, assign the appropriate permissions for each user to efficiently manage platform access.
Unleash Your Digital Potential
Ask for More Information about
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.