The Future
Of Your Firm


Wealth Management Solutions
For Financial Institutions

Financial Advisors differentiate themselves through the relationships they’ve established with their clients through financial planning, quality of service and personal communication.

Nest Wealth Pro empowers advisors to efficiently serve a larger client base by facilitating seamless account opening and servicing. It integrates seamlessly with your existing technology, accelerating revenue growth. Designed to easily work with your existing people, processes, products, and platforms to allow firms to transition from analog wealth to digital wealth in a fraction of time for a fraction of the costs.

Solution Offered For Firms:

Nest Wealth Pro

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.

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 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 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 Onboarding
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.

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