Set up every client workspace with the right context
Start with household details, advisor relationship, permissions, and planning context.
Explore portalAdvisor and client planning portal
Turn client financial data into a clear, guided plan.
NesteggAdvisor helps advisors collect client details, review cashflow, net worth, dreams, concerns, insurance, funds, debt, and recommendations in one secure workspace.
Secure workspaceRole-based advisor and client access
Complete viewCashflow, net worth, risks, goals, and debt
Advice-readyRecommendations and follow-ups in one place
A portal built around the planning workflow
NesteggAdvisor gives advisors and clients a shared path from data collection to practical action.
1
Create the client workspace
Set up the household profile, advisor relationship, permissions, and planning context.
2
Capture financial details
Collect income, expenses, assets, liabilities, insurance, funds, property, goals, and risks.
3
Review the financial picture
Use dashboards and data tables to understand cashflow, net worth, debt, coverage, and progress.
4
Recommend clear next steps
Turn the review into advisor actions, client follow-ups, and practical recommendations.
Review income, expenses, savings, and sustainability
Review income, expenses, savings, and sustainability without jumping between files.
Explore portalUnderstand assets, liabilities, and progress in one view
Understand assets, liabilities, debt movement, and progress with a clean financial view.
Explore portalModel dreams and risks before they become decisions
Model retirement, education, property, illness, death, disability, and other needs.
Explore portalKeep coverage, investments, and debt connected to the plan
Keep coverage, investments, loans, and property details connected to the plan.
Explore portalTurn reviews into advisor actions and client follow-ups
Turn reviews into advisor actions, client follow-ups, and practical next steps.
Explore portal
Two connected experiences
Built for advisors, clear for clients
One portal supports the professional workflow and the client view, so planning can move from collection to action without losing context.
Advisor workspace
NesteggAdvisor for advisors
Manage clients from one workspace: onboarding, access control, financial reports, scenario modelling, advice, and follow-up actions.
Client bookReportsAdvice follow-ups
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Client clarity
NesteggAdvisor for clients
Share details securely, understand your financial position, review goals and concerns, and stay aligned with your advisor's next steps.
Secure sharingGoalsNext steps
Start free trial Easy, transparent, secure
Why we request client data
NesteggAdvisor requests profile and planning details so advisors can deliver personalized planning tools, recommendations, support, and account security.
EasyGuided inputs and connected report views.
TransparentClients understand what is collected and why.
SecureRole-based access helps protect planning data.
What data does the portal collect?
Profile, contact, income, expenses, assets, liabilities, insurance, funds, property, goals, dreams, concerns, and planning recommendations.
How does this help advisors?
Advisors can review the full client picture, identify next actions, track follow-ups, and keep recommendations connected to the underlying data.
How does this help clients?
Clients get a clearer view of their financial position, what needs attention, and which actions are being handled with their advisor.
Where can clients read the full data policy?
Clients can read the full data practices in the Privacy Policy.
