Nest Wealth Pro for Salesforce

Nest Wealth Pro for Salesforce is the first fully collaborative onboarding experience built into Salesforce, allowing firms and advisors to quickly & easily onboard and manage clients. Open a client account with minimal effort, easily engage clients throughout the process & update the CRM profile with new relevant data, all within the flow of work in Salesforce.

Leverage existing CRM data to significantly reduce NIGOs & connect to your firm’s custodians to facilitate account opening with Nest Wealth Pro for Salesforce. By determining the relevant custodian forms and using those to dynamically craft the onboarding questionnaire, responses from the questionnaire are then used to fill in the account application documents. Any suspect data will be identified so you can correct it before submitting it to compliance or the custodian.

Easily view where clients are within the account opening process in Salesforce, including those with opened invitations, applications in compliance review, or in the middle of signatures.

Ultimately, reducing the time it takes to perform new account opening tasks and increasing client engagement to provide more relevant & meaningful service.