Why Nest Wealth
A Partner In
Your Success
Dedicated To Enhancing Efficiencies For
Financial Institutions & Advisors.
At Nest Wealth, we provide financial services technology solutions that help our customers achieve very specific desired outcomes for their businesses.
We partner for the long-term success of our customers, because we know that reaching desired outcomes means aligning with partners who not only provide solutions, but who also add true value.
With solutions for both financial institutions and individual wealth advisors, we leverage our deep industry experience to help our customers optimize and streamline their businesses. Regardless of which Nest Wealth solution you need, our focus is always on achieving measurable objectives.
Nest Wealth
Recognitions & Awards
2021 — Best Workplaces For Start-Ups
2021 — Best Workplaces For Today’s Youth
2021 — Best Workplaces In Canada: 50-99 Employees
2020 — Best Workplaces In Financial Services & Insurance
2020 — Best Workplaces In Technology
2019 — Best Workplaces In Canada: Less Than 100 Employees
2018 — Best Workplaces In Financial Services & Insurance
Benefits of Nest Wealth Plus
Wealth Management Platform For Different Partners
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.
BONUS: Access to Financial Planning Software
Advisors using Nest Wealth Plus get bundled access to RazorPlan, financial planning software used by thousands of Canadian advisors. Using proprietary calculations and algorithms, advisors can use RazorPlan to analyze a client’s financial and risk management needs while allowing them to create actionable client plans for different scenarios and priorities.
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.
BONUS: Access to Financial Planning Software
Advisors using Nest Wealth Plus get access to RazorPlan, financial planning software used by thousands of Canadian advisors. Using proprietary calculations and algorithms, advisors can use RazorPlan to analyze a client’s financial and risk management needs while allowing them to create actionable client plans for different scenarios and priorities.
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 Advisors
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.