Discover the power of WealthConnect Digital to enhance client satisfaction and streamline operations
WealthConnect Digital’s modern feature set provides clients tools for seamless collaboration with their advice team.

Enhance onboarding
A rich and engaging self-paced client onboarding experience that allows collaboration with their advice team. Capture and share client fact-find information, goals, documents and consents.

Brand experience
Dynamic branding and configurable user experience tools allow you to deliver an easy-to-use client portal. Create stronger client connections by applying your unique brand identity – without the need for coding!

Reviews
Create efficiencies and enrich your client experiences with digital reviews. Allow clients to self-direct engagement during a review and securely update client fact find, documentation, key life events and service agreement information.

Intuitive interface
The portal is designed to enhance your client’s experience. Users can quickly and intuitively identify and view their current goals, assets, liabilities, documents, and tasks their adviser assigns with a modern and intuitive user interface.