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Credential Financial chooses Nest Wealth Pro


Canadian wealth management firm Credential Financial has chosen the Nest Wealth Pro digital platform to power its new digital advice offering for its partners.

The all-digital solution provides investors with convenient ways to engage with their advisors and access their accounts, whether they choose to log in via computer, tablet or mobile device.
Clients benefit from sophisticated portfolio management and increased functionality and transparency, while advisers are supported with best-in-class technology, augmented intelligence and end-to-end digitisation of paperwork.
"Nest Wealth's intuitive platform and technical process sets them apart in the competitive space of digital wealth management," says Kim Thompson, SVP, advisory services, Credential Financial, which oversees CAD30 billion in assets under administration. "We look forward to this partnership to provide our partners with a digital solution that will expand their capacity to service their members."
"We are excited to be working with Credential 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 has already been selected by multiple large firms as the engine that will be powering their digital solution.
"Firms are selecting Nest Wealth Pro to accelerate their growth and make it easier for their clients and themselves," says Cass. "We are proud to have an offering that improves efficiencies for wealth management firms as it helps in areas as far reaching as the digital engagement of potential clients, day to day management of portfolios, client goal tracking and the complete digitization of a traditionally paper-based industry."

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