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

Financial Advisor and client reviewing plans

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

Financial Advisor and client reviewing plans

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

Financial Advisor and client reviewing plans

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

Financial Advisor and client reviewing plans

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

Financial Advisor and client reviewing plans

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.

Financial Advisors IPad and financial Dashboard
Nest Wealth onboarding and ROI statistics

“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.

Laptop Computer Keyboard

Digitize your Ecosystem
for a Fraction of the Cost

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.