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Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening
Collaborative New Account Onboarding Where You Work
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- None
- Compatible With
- Sales CloudService CloudExperience Cloud
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.
Highlights
Significantly reduce new account opening applications that are Not in Good Order by leveraging existing CRM Data
Initiate, pre-populate, and submit an account opening application directly to the custodian without leaving Salesforce
Increase engagement with your clients, allowing your Advisors to provide more relevant & meaningful service
Provider Details
Nest Wealth is a leading independently owned & operated digital wealth solution provider. We are comprised of talented wealth and technology experts who have experience working at Canada's Big 5 Banks, Asset Managers, and leading software companies like Microsoft & IBM. Our digital wealth solutions empower wealth management firms, RIAs, and Broker-Dealers to provide and manage virtually any investment for any investor through any distribution channel. Today, Nest Wealth’s digital solutions are used by well-established financial institutions across North America to deliver superior investment experiences to clients. At Nest Wealth, we believe all investors, regardless of location or wealth, should have access to valuable advice in the manner they choose. We are committed to delivering best-in-class investing experiences.
Pricing Details
Our pricing is a monthly subscription based on # of Accounts Opened. Minimum account opening bundles apply. Volume discounts are available.
Default Plan
$12 USD/Account Opening/one-time payment