Nest Egg Hired Due Diligence Works to Provide Due Diligence on Their Fee Based Annuity Platform

MONTCLAIR, N.J. , February 8, 2018 (Newswire.com) - Due Diligence Works (DDW) is pleased to announce that Nest Egg has selected DDW to provide due diligence services for its fee-based annuity products. Nest Egg is a Robo-advisor and technology-based platform designed specifically for Regional and Community Bank clients. Nest Egg hired Due Diligence Works to support them in the research and selection of products to meet the guaranteed income portion of the client’s portfolio.

“At Nest Egg, we are focused on providing a better experience for our bank partners and their clients. It was an easy choice in selecting Due Diligence Works with their experienced staff in helping us navigate the ever-changing product environment,” said Michael Church, founder of Nest Egg. Banks that partner with Nest Egg are seeing an increase in client satisfaction in addition to simplifying the complex investment landscape.  “It is simple, putting the client first and providing a great service is a huge positive for the bank, the client and for Nest Egg,” remarked Nest Egg executive Michael Durette.

At Nest Egg, we are focused on providing a better experience for our bank partners and their clients. It was an easy choice in selecting Due Diligence Works with their experienced staff in helping us navigate the ever-changing product environment.

Michael Church, Founder, Next Egg

Recent regulations have caused a rush of products into the fee only market and selecting the best one can be cumbersome and require dedicated focus. “At Due Diligence Works, we research and provide due diligence products all day long, this is what we do. Our broad view of the market gives us a unique ability to help firms manage their product shelf and meet industry regulations,” shared Michael Freeman, President of Due Diligence Works. “RIAs and Broker-Dealers are increasingly turning to firms like DDW for Due Diligence Services.  Firms like ours bring independence, experience, and a broader view of the market than our clients can get internally,” commented Jack Cramer of Due Diligence Works.

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DUE DILIGENCE WORKS, INC. supports RIAs and Broker-Dealers to provide:

• Ongoing Due Diligence of your investments and insurance products,
• Product Shelf Management helping firms review the entire universe of products (not just your platform); ensuring you have the best products on your shelf and can prove it.

All in a variable cost and conflict-free model that can bring down your cost, improve quality, and stand the test of regulatory scrutiny.

For more information, visit www.duediligenceworks.com.

Nest Egg is a technology-based investing platform designed specifically for Regional and Community Banks. Nest Egg provides the foundation for bank customers to assess their own personal financial risk level and create a portfolio that’s right for them. Globally diversified equity and fixed income portfolios allow for clients to grow, build, or protect their Nest Egg. The platform enables banks to increase fee income and wallet share. Nest Egg is an SEC Registered Investment Advisor.

Source: Due Diligence Works