Deliver better results in record time.


Your client already has access to best-in-class and low-fee investments. As a Nest Wealth Plus advisor, you now can start offering your clients a comprehensive financial plan that’s easy to calculate and easy to deliver with RazorPlan.

The Value of RazorPlan

Cover the six core competencies of financial planning with leading software technology designed for Canadian financial planners. Easily create scenarios and build online reports for:

MoneysaveBuck

Financial Management

scales

Risk Management

Vacation

Retirement Planning

Financials

Investment Management

percent

Tax Planning

Bungalo

Estate Planning

An Exclusive Offer For Nest Wealth Plus Advisors

For every client you refer to Nest Wealth Plus, you will receive one month free of RazorPlan Basic.*


Get The 30 Day Trial

 

Looking to learn more? Book a demo below:
 
 
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The Fine Print

*This offer is extended to advisors who are active users of RazorPlan and successfully refer new clients to Nest Wealth Plus.  Clients must fund and maintain a portfolio with a minimum $75,000 balance. One month credit for RazorPlan will be earned for each client meeting the specified criteria. Advisors that qualify for this offer will see their first earned account credit within three months of becoming eligible. This offer is subject to change without notice.