Nest Wealth Pro is an innovative digital platform that provides you with everything you need to efficiently manage your practice, including:
We focus on you, so you can focus on your clients and growing your business.
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Nest Wealth Pro enables your firm to engage visitors to your site with compelling functionality, including a free portfolio builder. Prospective clients can easily share information in an honest and frank manner, transforming your website into a place where financial conversations begin.
Say goodbye to paper and lengthy account openings, and give a warm welcome to fully digital onboarding that can be completed in less than 7 minutes. Nest Wealth Pro will automatically bundle all necessary documentation necessary for digital signatures, make certain that all information is entered correctly and directed to the custodian of choice.
Nest Wealth Pro gives you the ability to gather, store, and aggregate business information to observe both client and advisor product usage and behaviour. You’ll have a complete picture, so you can guide your firm in the most profitable direction.
Don’t give other firms time to dominate the market. Being the first to talk to prospects and clients will give your business the upper hand, and open your firm to new opportunities. Nest Wealth Pro provides fast implementation, so you don’t have to slow down.
These days advisors are expected to deliver an all‐inclusive approach to helping their clients achieve goals. Nest Wealth Pro helps your team deliver customized solutions at a larger scale, so your firm can provide a better experience overall while continuing to grow in clients, and profitability.
You understand the important of compliance in preventing unethical conduct, and the benefits of making business operations more efficient. Nest Wealth Pro automates processes and stores client documents in a secure environment, reducing your regulatory risk.
Clients demand more today, and recent data indicates that 25% will leave a firm if their digital offering isn’t good enough. Nest Wealth Pro lets you offer a best‐in‐class client facing portal where they can interact as they choose, reach out to talk with your advisors as needed, track performance, review holdings, and even initiate transfers of additional assets to your firm.
It’s not always easy to meet face‐to‐face, that why Nest Wealth Pro comes with features including chat, calendar integration for setting up meetings, and CRM integrations for triggering automated email campaigns. From a personal notification to check a ‘goal’ to a request to update their KYC, digital communication improves and strengthens the relationships between your advisors and their clients.
Intensifying competition means we have to find ways to enhance advisors’ productivity. Traditionally firms’ technology offerings are often pieced together over time, which can create a complex digital environment and leaves room for operational issues. Nest Wealth Pro is an investment in your advisors’ productivity, cutting back on the administrative work and many of the manual processes. The most productive and profitable firms have better infrastructure for their advisors, streamlined processes for sales and service, and a centralized system.
© Nest Wealth 2018.
"Nest Wealth" is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of Alberta, British Columbia, Quebec, Manitoba, Ontario and PEI and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.
Nothing on this website should be considered as an offer or recommendation to trade in any security. Financial services are only provided to investors who become Nest Wealth Asset Management Inc. ("Nest Wealth") clients by entering into a written agreement. Nest Wealth is registered with the applicable securities commissions as a Portfolio Manager in AB, SK, BC, QC, MB,PE,NS NB,NL and in ON as a Portfolio Manager; Exempt Market Dealer and Investment Fund Manager. Any investor choosing to obtain financial advisory services from Nest Wealth is urged to read all agreements in their entirety and carefully consider whether such agreements are suitable for their individual facts and circumstances.
* Traditional financial advisory fee of 1.5% of assets per year.
** Average Canadian equity fund MER is based on Morningstar Global Fund Investor Experience Study, June, 2015.