Canada-based Credential Financial has selected Nest Wealth Pro’s digital platform to support its digital advice offering for its partners.
The platform, known as Nest Wealth Pro, enables investors to engage with their advisers and access their accounts via computer, tablet or mobile device.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Specifically, the platform offers clients sophisticated portfolio management functionality and support advisers with latest technology, augmented intelligence and end-to-end digitization of paperwork.
Credential Financial senior vice president of advisory services Kim Thompson said: "Nest Wealth's intuitive platform and technical process sets them apart in the competitive space of digital wealth management. We look forward to this partnership to provide our partners with a digital solution that will expand their capacity to service their members."
Nest Wealth CEO Randy Cass said: "We are excited to be working with Credential to bring greater convenience to their members and advisors. 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."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
