Solution introduction
Enhancing productivity and engagement with the most modern digital experiences for advisors and their clients
Digital Wealth is a SaaS product suite comprised of many solutions for Clients and Advisors, accessible from a single platform
- Daily Log Ins - 491,000
- Daily API Calls - 1.8 million
- Advisors Using Financial Planning - 140,000
- Industry-Leading Clients - 550+
Global
- Advisor Experience
- Client Experience
- Client-led Planning
- Prospect Experience
- Goals-based Investing
North America
- Advisor-led Planning
- Onboarding
- Client Trading
EMEA and APAC
- Client Experience
- Advisor Experience
- Onboarding
- Client Lifecycle Management
- Portfolio Manager
- Digital Content
- Digital Proposal
- Automated KYC
- PaaS
