Bringing you live news and features since 2006 

Nest Wealth acquires Razor Logic Systems

RELATED TOPICS​

Nest Wealth, a B2B digital wealth management platform in Canada, has acquired Alberta-based Razor Logic Systems, the makers of RazorPlan, one of Canada’s leading financial planning software solutions. 

Nest Wealth will now offer the most complete digital wealth platform available on the market – offering sophisticated, personalised and transparent wealth management solutions in combination with the ability to build full robust financial plans that help investors achieve their goals. The acquisition builds on Nest Wealth’s position as the largest & most comprehensive B2B digital wealth platform in Canada. 

 

“We’re excited to welcome the RazorPlan team and their clients to the Nest Wealth family.  Both companies have always sharedsays a common goal to make life better for the individual investor so this seems like a very natural fit,” says Randy Cass, founder and CEO, Nest Wealth. “The acquisition represents an important milestone in the industry, as we will now offer users the first digital wealth platform to combine sophisticated financial planning and professional wealth management. Our aim is to ensure every single investor is confident that their every dollar, from the first one saved to the last one spent, is part of a comprehensive plan that makes sense for their unique goals and personal circumstances.”

 

Founded in 2011, Razor Logic Systems is the developer of RazorPlan, the widely-adopted financial planning software that allows thousands of financial advisors to quickly analyse a client’s needs, and generate full financial plans in as little as 15 minutes. Clients of RazorPlan include Big Six banks, independent financial dealers and investment firms of all sizes. Together, both Nest Wealth and Razor Logic Systems work with half of Canada’s six largest banks to help their advisors and clients make planning, saving and investing money more convenient, affordable and productive.

 

“RazorPlan was designed to provide tools that make complex financial planning easy to accomplish for financial advisors and understandable for their clients,” says Dave Faulkner co-founder and CEO, Razor Logic Systems. “We’re incredibly excited to be joining the Nest Wealth team and look forward to offering our solutions across the Canadian wealth management landscape and enhancing the value we help financial advisors create for their clients.”

 

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by