At Digital Wealth Solutions, we are building the future of financial advice, collaborating with our financial advice clients to do so.

Our innovative technology – built around a digital platform – empowers you to enhance your client relationships over the internet and, as a result, commercially improve your business. We can provide you with tools that not only simplify your day-to-day operations and improve your client proposition but also pave the way for growth and prosperity.

Originating from a collaboration with a traditional wealth management firm in 2017, we sought to blend our understanding of financial advice with our appreciation of the burgeoning potential of technology. The outcome was our pioneering digital wealth management platform.

Our platform supports the entirety of the financial advice process – from client onboarding through advice to the provision of an ongoing service.

With our platform, you can interact with your clients efficiently, conveniently, and, importantly, with auto-generated evidence of those interactions. Our solution allows you to scale your professional advice service – all with peace of mind that you are using an advice-specific digital service.

At Digital Wealth Solutions, we understand the challenges of today’s financial advisers. We’re here to help you navigate those challenges, offering you a platform that optimises your processes, increases efficiency, and enhances your client proposition. Explore our platform with a complimentary trial throughout 2024! Learn how we can elevate your business by scheduling a demo with us via our website.