Digital Wealth Systems
HQ Address
Manchester, United Kingdom
Website Address
Business introduction
The future of investing: Enabling financial advisers to provide advice to all
Discretionary portfolio management, investment platform and intuitive technology
Recommend
Your brand, your style, your service.
A time-efficient recommendation process, all completed in one place and saved directly to the client.
Reconcile
Our Digital GIA, Digital ISA & Digital SIPP enable efficient reconciliation.
Investments and Pensions set up digitally through the client portal. Confirmation and direct payments all through the portal. No paperwork, no delay.
Review
MIFID II reviews in your brand, wording and style delivered through our Microsoft Office Plugins.
This is music to advisers ears, automatic review reminders and letters created, reducing all the time stress of Mifid II reporting.
Digital Wealth Systems Solutions
Digi
DFM Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team. Investment platform Using......
