Experience The Leading Solution In Digital Onboarding

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

Learn More

Learn More About Our Additional Wealth Solutions

For Financial Institutions

For Individual Investors

For Financial Advisors

Reduce Operational
Costs & Risks

Digitize your business processes to reduce errors, account opening times and operational costs while simplifying record-keeping.

Increase Advisor
Capacity & Productivity

The My Day Overview provides a holistic view of your client’s activity and insights to help you efficiently serve your clients and proactively prepare for next steps.

Enhance Client
Engagement & Experience

Build stronger relationships with clients by engaging with them on the things that matter most through a modern, transparent and simple to use portal.

Save more of your money

Access Canada’s lowest management fees to save and keep more of your money.

Portfolios as unique as you

We don’t do labels. Your portfolio is uniquely matched based on your investing style and savings goals.

Invest & relax

Our portfolio managers and smart technology monitors and rebalances your investments. You can sit back and plan your future.

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 client’s best interests.