Nest Wealth Pro is a digital wealth platform that incorporates a firm’s existing processes and infrastructure to onboard, engage and manage their clients more efficiently.
Nest Wealth has been chosen by some of Canada’s largest wealth management firms and financial institutions, including the National Bank of Canada, to modernize their wealth management platforms.
Value Partners Investments Inc. is the newest client for Nest Wealth, joining firms such as SP Wealth, MD Financial and Aligned Capital.
Nest Wealth, North America’s leading digital wealth solution provider, today announced that Value Partners Investments Inc. has selected the Nest Wealth Pro platform to fully automate its wealth management processes to strengthen client relationships, and scale up quickly and seamlessly as the firm continues its rapid growth.
“The team at Value Partners Investments knows that to meet the expectations of today’s clients and advisors, the status quo won’t do,” said Randy Cass, CEO of Nest Wealth. “We’re thrilled to be working with the firm to implement our fully-digital platform to help them transform how they deliver services to their clients and manage their business.”
Designed to work easily with existing products, processes, platforms and people, Nest Wealth Pro allows firms to move from analog to digital wealth management quickly and cost-effectively. Value Partners will now be able to provide its clients the information they need through an easy-to-use, modern portal. Advisors will have the digital tools to capture a holistic view of their clients – from onboarding and beyond – allowing them to spend more time building stronger relationships and pursuing prospects.
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“We chose the Nest Wealth Pro platform because it will allow us to customize the investing experience and bring efficiencies to our internal processes,” said Steve Norton, executive vice-president at Value Partners. “Now we can focus on what matters most – our clients and growing our business.”