The All-in-One AdviceTech Portal Designed for Financial Advice Professionals, and your Clients.
Less Admin, More Advising. Manage Clients with Confidence.
Digital Wealth Solutions gives you everything you need to streamline client interactions, manage documents securely, and deliver exceptional advice - all from one powerful platform.
Are Your Clients Hesitant About Using Online Platforms?
You're not alone. Digital Wealth Solutions streamlines your onboarding process, making it simple and comfortable for all of your clients.
“Even My Least Tech-Savvy Clients Find Digital Wealth Solutions Easy to Use”
Why Top Financial Advisers Choose Digital Wealth Solutions
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![Dilasser Private Clients Logo Digital Wealth Solutions]()
“I am not exaggerating when I say that finding Digital Wealth Solutions would turn out to be a pivotal moment in my recent career. This was, without doubt, the most impactful piece of technology on the advisor/client relationship that I had ever come across; it was truly a game changer.”
Nic Dilasser, Principal, Dilasser Private Clients
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![Oakmere Wealth Management Logo using digital Wealth solutions]()
“Digital Wealth Solutions has revolutionised the way we work as a practice. It has streamlined many of our processes, it saves us time, money and is better for the environment as it has massively reduced our printing, postage and stationary costs. Clients love the joined-up approach.”
Carla Brown, Managing Director, Oakmere Wealth Management
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![Sovereign Wealth Logo using Digital Wealth Solutions]()
“After using this system for well over 2 years I would highly recommend Digital Wealth Solutions and wouldn’t be without it! It’s worked wonders for my work life balance. Saved many hours in time travelling whilst maintaining high service standards to my clients. Win win! 🥇 give it a try and you won’t look back.”
Amy Enright DipFa, Financial Adviser, Sovereign Wealth Ltd
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![Ewart & Bridgeman Advisers using Digital Wealth Solutions]()
“From the first moment I saw the Digital Wealth Solutions demo, I decided without hesitation that it was going to form the bedrock of all future client interactions for my business. You could say it was a ‘eureka’ moment.”
Peter Ewart, Managing Director, Ewart & Bridgeman Advisers
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![Vinit Mehta Wealth Management Logo using Digital Wealth Solutions]()
“I have to say that the service that you and your team have provided is exemplary: you make it very difficult to not recommend Digital Wealth Solutions! This is exactly the type of impact we are looking to make on our clients, so you’ll be getting a mention in our weekly meeting….”
Vinit Mehta, Vinit Mehta Wealth Management
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![Corinthian Wealth Management Logo using digital Wealth Solutions]()
Digital Wealth Solutions is an essential part of our business. We need to make life easy for clients, DWS does this. There’s so much admin in what we do, sharing this with clients is made easy. The impact for us is time saving, but more importantly the client experience is so much better. Everything they need from us in one place. We couldn’t operate without it.
Will Rees, Partner of Corinthian Wealth Management
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![JPA financial planning limited uses Digital Wealth Solutions client portal]()
“I think the system is brilliant and allows us to keep clients' files in a safe and secure platform. It is easy to communicate with clients and user friendly."
Chris Homer, Director, JPA Financial Planning Ltd
From Onboarding to Ongoing Advice—We’re Your one-stop-shop for Client Success
Secure Messaging
Instantly connect with clients in a secure, chat-style format - just like WhatsApp, but fully compliant.
Client Vault
A shared, organised space for storing and accessing important client documents anytime.
Integrated Video Conferencing
Host virtual meetings directly through the platform - no third-party apps needed.
Client App
Provide your on-the-go clients with a sleek, easy-to-use mobile app.
Built-In Questionnaires
Collect essential data in a client-centric digital format with questionnaires, fact-finds and goal planning,
Full Client Lifecycle Support
From initial advice to ongoing service - one platform, every step of the way.
“In terms of conversion, it's more than 90%—virtually everyone we've had an initial chat with and shared documents goes on to have a full initial meeting.”
Ready to Simplify Your Advisory Business?
How It Works
See the platform in action and find out if we’re the right fit.
2 months free - no card or setup fee, no obligation.
Reduce admin time and improve client satisfaction.
