Grow your revenue and decrease your clients’ costs.


You’re already delivering best-in-class financial planning. Now provide your clients with access to passive, low-cost ETFs—all completely paperless.
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The Value of Nest Wealth Plus

Create additional revenue and spend less time on operational paperwork. With Nest Wealth Plus, you can increase the value you provide to your clients with a low-cost digital wealth solution.

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Minimize time spent on back-office procedures

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Generate additional revenue

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Focus on and strengthen your relationships

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Completely paperless onboarding

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An Exclusive Offer For RazorPlan Advisors

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

 


Register to attend an info session to learn more about Nest Wealth Plus:

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.