Toronto-based Nest Wealth Asset Management Inc. is now offering financial advisors access to Forstrong Global Asset Management Inc.’s actively managed portfolios.
Advisors can now refer clients to the Forstrong portfolios via Nest Wealth Pro, the digital wealth manager’s business-to-business platform.
Launched in 2001, Kelowna, B.C.-based Forstrong manages global portfolios that consist solely of ETFs. It currently manages $1.2 billion in assets for advisors and institutions, and offers eight portfolios in its core, global, and focus series.
Nest Wealth Pro is a white-label platform that allows advisors and financial institutions to automate many of the administrative tasks involved in running a business, such as onboarding new clients.