Digital Digest: The Latest Tech News - RBC, InvestCloud, Others

Editorial Staff

12 June 2018

RBC
has chosen to join the Nest Wealth Pro platform, a North American digital wealth solution provider.

Value Partners will now be able to provide its clients the information they need through a Nest Wealth’s portal.

Advisors will have the digital tools to give a range of offerings to their clients, including onboarding. The firm are hoping the platform will allow advisors to spend more time “building stronger relationships and pursuing prospects”.

Founded in 2005, Value Partners is a Winnipeg-based investment firm with more than $2.5 billion in assets under management. It oversees six mutual funds and provides investment counsel services directly to clients.