Digital wealth management refers to the digital tools that established financial advisors use for creating unified client experiences across all user devices and platforms. In this tutorial, we are going to learn best about the best Digital wealth management tools.
Nest Wealth -Digital Wealth Solutions for Everyone
Nest Wealth makes investing easy and more affordable! We use smarter technology combined with proven investment principles. Whether you are saving for retirement, continuing education, a trip around the world or buying a new home we build a customized solution for you.
We take your financial situation, time line and risk tolerance into consideration. We provide you with comprehensive and sophisticated advice. You can then decide if you want to manage your portfolio yourself or delegate it to Nest Wealth.
Searvice in different categories:
We manage your money based on proven investing principles and Nobel Prize-winning theories. We make sure your portfolio is diverse. It is proven that portfolios that are not properly diversified do not profit as they should. At Nest Wealth, we go all around the globe to make sure your account is diverse in both industry sectors as well as asset class.
We completely monitory your portfolio and rebalance it to ensure it stays in line with your goals and time restraints. At any point you have the ability to log into your account and see exactly how your investments are performing. We also show you how much you are paying in fees. Your web interface is available 24 hours a day, 7 days a week. If you ever have any questions we are here for you.
You can get in contact with your portfolio manager with a quick email, through a chat conversation located right on the site, or even schedule a phone call, whichever is easiest for you. And the best part, we do all of this at a fraction of the cost you will pay with mutual funds. Instead of paying a percentage of your investment, we use a monthly subscription. Plans start at $20/month and cap at $80/month regardless of how large your account grows! Let Nest Wealth help you reach your financial goals!
About Nest Wealth
Founded in 2014, Nest Wealth created Canada’s first Software as a Service (SaaS) based digital wealth management platform with the goal of increasing investor access to sophisticated wealth management advice.
Resources
