Monarch Wealth Systems Selects Nest Wealth Pro to Enhance Advisor Productivity and Increase Client Satisfaction - Canada NewsWire

This post was originally published on link to post

This article was originally published on this site

  • Nest Wealth Pro, the leading digital wealth platform, is being incorporated into Monarch’s existing processes and infrastructure to enable Monarch to onboard, engage and manage their clients more efficiently.
  • In addition to IIROC and PM Firms, Nest Wealth now provides MFDA firms access to their own white-labelled digital platform that will deliver best-in-class experiences to advisors and clients.

TORONTO, March 5, 2019 /CNW/ – Nest Wealth, a leader in financial investment technology and solutions, today announced that Monarch Wealth Systems has chosen Nest Wealth Pro, the leading enterprise digital wealth platform, to provide their clients and advisors with an enhanced user experience, simpler onboarding, greater transparency and fully-integrated back office and compliance functionality.

With the addition of Monarch as a partner, the Nest Wealth Pro platform is now being utilized across the Wealth Management industry spectrum, illustrating its flexibility to enhance any IIROC, PM or MFDA firm’s wealth management services.

Through the Nest Wealth Pro platform, Monarch’s advisors and clients will be able to securely open accounts online in minutes. Clients will also benefit from the ability to easily review their progress against financial goals, communicate with their advisor, access all documents and consolidate their holdings through a modern, transparent and simple to use digital user experience that provides them access to their information when and how they want to receive it.

“We chose Nest Wealth due to its best-in-class technology that will enhance our advisor dashboard, Monarch 2.0. We are confident that the Nest Wealth Pro solution will make it easier for clients to interact with their advisor. For independent advisors, opening new accounts just became easier and faster allowing them time to focus on delivering clients’ tax and planning strategies and continue providing conflict free, unbiased financial solutions,” said Richard Pyper, Managing Partner, Monarch Wealth Systems. “This new application will provide our advisors with more time to focus on the individual wealth management needs of our clients while allowing us to easily scale to accommodate our growth.”  

Nest Wealth Pro equips advisors with the tools they need to gain a holistic view of their client’s holdings, activity, and status. Additionally, Nest Wealth’s smart, intuitive A.I. provides firms and advisors with actionable insights to better understand their clients’ behaviour to assist them in delivering what matters most to them.

As a digital wealth platform, Nest Wealth Pro simplifies current business processes, workflows and requirements to significantly reduce custodial errors, account opening times, operational costs, and maintains a digital record of all transactions, communications and documents to ensure complete compliance.

“Monarch was one of the first MFDA dealers to invest in technology to offer electronic onboarding and a fully integrated advisor console,” said Randy Cass, founder and CEO of Nest Wealth. “We’re thrilled to partner with them as they continue to focus on improving advisor productivity and increasing client satisfaction. We are looking forward to all the incredible things that will be accomplished through a combination of their great people and our world class digital wealth management platform.”

About Monarch Wealth Systems
Monarch has been supporting extraordinary relationships between investors and advisors for four decades. Monarch’s sleek technology platform provides advisors with a seamless interface to manage business complexities, empowering delivery of high quality, independent investment management solutions to investors using a more profitable business model. Its advisors can efficiently provide better advice to more investors with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions. Monarch advisors can provide outstanding service and sound, conflict-free wealth management advice for every stage of an investor’s life. For more information, visit: www.monarchwealth.ca

About Nest Wealth Asset Management Inc.
Founded in 2014, Nest Wealth is Canada’s leading enterprise SaaS-based digital wealth management solutions provider. Through its flagship Nest Wealth Pro platform, Nest Wealth delivers a configurable  white label practice management tool that enables firms to better serve their clients with a fully digital user and advisor experience that includes simpler onboarding, greater transparency and fully-integrated back office and compliance functionality. Wealth management firms can leverage Nest Wealth Pro to provide any investment to any investor through any distribution channel. For more information, please visit: www.nestwealth.com/pro

SOURCE Nest Wealth

For further information: Media Contact: Jason Kinnear, jkinnear@nestwealth.com, 647.291.8026; Nest Wealth Pro Business Inquiries: Chris Hogg, chogg@nestwealth.com, 905.441.9303

Related Links

www.nestwealth.com