Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening - Nest Wealth Solutions - AppExchange
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Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening

By Nest Wealth Solutions
Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening
Drive more business by making new account opening quick and easy!
Easily leverage existing data & connect to custodians.
Increase engagement with your clients and shorten the time to funding.
Reduce NIGOs by leveraging existing CRM data.
Real results. Real ROI.
We're still gathering your accounts. This process takes a few moments.

Starting at $12 USD per Account Opening (one-time) Our pricing is a monthly subscription based on # of Accounts Opened. Minimum account opening bundles apply. Volume discounts are available.

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Latest Release

12/8/2023

CATEGORIES

Finance
Collaborative New Account Onboarding Where You Work

Nest Wealth Pro is the first fully collaborative onboarding experience built into the Salesforce ecosystem, allowing firms and their advisors to easily onboard and manage clients.

Starting at $12 USD per Account Opening (one-time) Our pricing is a monthly subscription based on # of Accounts Opened. Minimum account opening bundles apply. Volume discounts are available.