Alternatives to Nest Wealth Plus
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. Read the Nest Wealth Plus profile.
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accountsBasis points on assets
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote