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Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening

By Nest Wealth Solutions

Collaborative New Account Onboarding Where You Work

No Ratings
Starting at $12   USD/Account Opening/one-time payment
Industries
Financial Services
Business Need
Finance
Requires
None
Compatible With
Sales Cloud
Service Cloud
Experience 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Nest Wealth Pro for Salesforce/1.12 1.102.0
Listed On
12/06/2022
Latest Release
12/07/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 13
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.5.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/29/2022

Additional Details

Nest Wealth Pro for Salesforce is the first fully collaborative onboarding experience built into Salesforce, allowing firms and advisors to quickly & easily onboard and manage clients. Open a client account with minimal effort, easily engage clients throughout the process & update the CRM profile with new relevant data, all within the flow of work in Salesforce. Leverage existing CRM data to significantly reduce NIGOs & connect to your firm’s custodians to facilitate account opening with Nest Wealth Pro for Salesforce. By determining the relevant custodian forms and using those to dynamically craft the onboarding questionnaire, responses from the questionnaire are then used to fill in the account application documents. Any suspect data will be identified so you can correct it before submitting it to compliance or the custodian. Easily view where clients are within the account opening process in Salesforce, including those with opened invitations, applications in compliance review, or in the middle of signatures. Ultimately, reducing the time it takes to perform new account opening tasks and increasing client engagement to provide more relevant & meaningful service.

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Nest Wealth Solutions

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