Shaping
Your Firm's
Future Today
Wealth Management Solutions
For Financial Institutions
Wealth management solutions are integral to Financial Institutions aiming to offer comprehensive services to their high-net-worth clients. These solutions encompass a wide array of financial products and advisory services designed to manage and grow clients' wealth efficiently.
Scale Your Business
Significantly reduce errors, account opening times and operational costs to position your firm for growth.
Superior Client Experiences
All of the information your clients need in one easy-to-use, modern portal. 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 lives.
Grow Client Relationships
Give your advisors the tools they need to save time on administrative work allowing them to spend more time building relationships with clients and prospects.
Wealth Management Platform For Different Needs
Leverage the most advanced digital wealth platform which empowers human expertise with augmented intelligence to manage and grow your private clients wealth
Maximize Client Engagement
Improve collaboration with your clients, speed-up interaction and enable easy service access
Empower Advisory
Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage
Deliver Portfolio Performance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Empowering human governance with augmented intelligence through a fluid and omni-channel customer journey
Engage Your Clients
Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way
Empower Advisory
Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage
Deliver Portfolio Performance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Leverage a digital front-to-back platform, maximising client wealth and increasing operational efficiency
Maximize Client Engagement
Improve collaboration with your clients, speed-up interaction and enable easy service access
Empower Advisory
Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage
Deliver Portfolio Performance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Leverage the most advanced digital wealth & investment management platform which empowers human expertise with augmented intelligence to maximize client’s wealth and increase operational efficiency
Maximize Client Engagement
Improve collaboration with your clients, speed-up interaction and enable easy service access
Empower Advisory
Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage
Deliver Portfolio Performance
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution
Enhance Asset Managers investment strategy with a digital platform which empowers human expertise, maximising client’s wealth and increasing operational efficiency
Engage Clients & Distributors
Provide a wide selection of funds, managed portfolios and investment services through an integrated digital platform
Maximize Portfolio Performances
Implements investment strategies by combining efficiency and flexibility, complying with regulatory constraints
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.
“We decided to partner with a firm who could empower our financial advisors, beef up their proposition and allow National Bank to leapfrog ahead in the industry.”
— Jonathan Durocher | President, National Bank Investments
Digital Interaction
Engaging in virtual communication and transactions, transforming interactions through digital platforms for seamless engagement and connectivity.
Insights Dashboard
In one seamless view, gain visibility into key business metrics and be notified of suggested actions to convert 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, risk profile questionnaires, portfolios & custodians. Gain permissions to assign roles for each user & manage platform access.
Unleash Your Digital Potential
Ask for More Information
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.