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+


  • Advisor Experience
  • Client Experience
  • Client-led Planning
  • Prospect Experience
  • Goals-based Investing

North America

  • Advisor-led Planning
  • Onboarding
  • Client Trading


  • Client Experience
  • Advisor Experience
  • Onboarding
  • Client Lifecycle Management
  • Portfolio Manager
  • Digital Content
  • Digital Proposal
  • Automated KYC
  • PaaS

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