Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
Toronto, ON, CAFounded 2014Part of a larger companynestwealth.comNot yet confirmed by the company
What it does
Nest Wealth Plus is the advisor-facing platform of Nest Wealth Asset Management, a regulated Canadian portfolio manager that launched as the country's first robo-adviser in 2014. It is sold to financial advisors, financial planners, life-licensed agents, broker-dealers and managing general agents in Canada.
Advisors refer clients to Nest Wealth, which takes on know-your-client, suitability and investment management duties as portfolio manager. Clients are onboarded through a paperless digital process, invested in passive or actively managed ETF portfolios (active models come from Forstrong Global Asset Management), and rebalanced automatically. Advisors get a dashboard of client accounts, a client sign-in view, book-transfer support and the RazorPlan financial planning tool, and keep their referral fees.
Clients pay a capped monthly fee of at most $150. Nest Wealth is part of Objectway Group and is based at 214 King St West in Toronto.
Best for
- Serves
- RIAs, Broker-dealers, Insurance
Features
- Digital client onboarding
- Managed ETF model portfolios
- Automatic portfolio rebalancing
- Advisor dashboard of client accounts
- Book transfer support
- RazorPlan financial planning
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Client fees capped at $150/month regardless of assets
- Deployment
- Cloud
Integrations
- RazorPlan
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