Winnipeg-based Value Partners Investments Inc. has chosen the Nest Wealth Pro platform to fully automate its wealth management processes, Toronto-based Nest Wealth Asset Management Inc. announced on Monday.
Nest Wealth Pro is a digital wealth platform that incorporates a firm’s existing processes and infrastructure to onboard, engage and manage their clients more efficiently. Clients will also be able to access the information they need through the online portal.
“The team at Value Partners Investments knows that to meet the expectations of today’s clients and advisors, the status quo won’t do,” says Randy Cass, CEO of Nest Wealth, in a statement. “We’re thrilled to be working with the firm to implement our fully-digital platform to help them transform how they deliver services to their clients and manage their business.”
Adds Steve Norton, executive vice president at Value Partners, in a statement: “We chose the Nest Wealth Pro platform because it will allow us to customize the investing experience and bring efficiencies to our internal processes. Now we can focus on what matters most — our clients and growing our business.”
Value Partners Investments joins other Nest Wealth clients such as Toronto-based SP Wealth, Ottawa-based MD Financial Management and Burlington, Ont.-based Aligned Capital Partners Inc.