Nest Wealth Pro Selected by SP Wealth LP to Power Their Digital Wealth Management Services

Fully digital solution enables firm to improve operational efficiency,
increase advisor capacity and better engage clients

• Nest Wealth Pro is a digital wealth platform that incorporates a firm's existing process and infrastructures to more efficiently onboard, engage and manage their clients.
• SP Wealth LP anticipates the deployment of their fully digital wealth management solution in the third quarter of 2018.
• 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.

TORONTO, April 25, 2018 /CNW/ - Nest Wealth, North America's leading digital wealth solution provider, is pleased to announce SP Wealth LP has chosen the Nest Wealth Pro platform to elevate the firm's digital advice capabilities and offerings. "We are excited to be working with SP Wealth LP to bring greater convenience to their members and advisors," says Randy Cass, CEO of Nest Wealth. "The wealth management industry is rapidly evolving and Nest Wealth Pro provides industry leading firms with a best-in-class technology-driven solution while also allowing them to control costs and their advisors to better serve clients."

Nest Wealth Pro is designed to integrate with a firm's existing infrastructure and increase efficiency by automating tasks like client onboarding, KYC and goal tracking. Advisors are able to monitor, communicate and manage all of their clients in one place giving them more time to focus on their existing clients and growing their business. Firms are able to capture key client behaviour, event or required activity to ensure they are always informed and in position to add value. By combining these advantages firms are able to provide a better client experience while being more efficient resulting in significant growth in revenues.

"Nest Wealth brings an unrivaled combination of experience and technology to the table that will help us modernize and accelerate our firm. Being able to substantially reduce the administrative work that doesn't add value to our clients and reallocate that time and energy to serve our clients better will greatly enhance our overall platform," said James Fox, CEO at SP Wealth LP. 

"Working with some of Canada's largest firms for years and, being able to take their feedback to evolve our platform has led to great innovation for our clients and better outcomes for both advisors and their Canadian investors," said Cass. 

About SP Wealth LP

SPWealth is an independent wealth management firm that serves the needs of individuals, families, and foundations who want to build and preserve their wealth. Our mission is to deliver expert guidance, superior long-term returns, and exceptional service to our clients.

About Nest Wealth

Through leading-edge technology and industry-tested investment rules, Nest Wealth provides investors with a smarter, quicker way to reach their financial goals. Nest Wealth is an automated, low-cost, and transparent direct-to-investor wealth management solution that makes it easier for investors to obtain sophisticated management of their financial portfolio. Nest Wealth Pro offers advisors and investment firms a white label digital wealth management solution to better serve their clients through simple onboarding, greater transparency and fully-integrated back office and compliance functionality. Nest Wealth at Work, a fully-digital group RRSP plan, is the only group RRSP offering developed specifically for small-to-medium-sized businesses to quickly and easily offer their employees a path to financial well-being. Together, Nest Wealth has built a better way to invest.

SOURCE Nest Wealth

Media Contact: David Thomas, 416-457-7061, [email protected]