We help advice professionals and their clients to establish, maintain and grow their advice relationships.

  • a financial adviser, uses his MacBook Pro laptop and iPhone to efficiently manage client communication and investments using fintech DWS platform

    What is Digital Wealth Solutions?

    A pioneering digital wealth management platform and AdviceTech business that supports advice firms to embrace technology and grow.

  • Financial adviser utilising client management software to provide tailored advice and save time communicating with clients.

    What do we offer?

    An advice-firm branded website to support the provision of advice and an ongoing service to your clients. A contemporary approach to running your advice business.

  • Image of a modern fintech platform for financial advisers to manage client communications and streamline workflows

    What our clients say

    We feel very fortunate to have such amazing clients who are as passionate about Digital Wealth Solutions as we are. Read them here.

What our clients say

Revolutionise Your Financial Advisory Business with Digital Wealth Solutions

Discover the game-changing features of Digital Wealth Solutions. This video explores how our platform can enhance client engagement, streamline workflows, and ensure compliance for financial advisors. Learn about secure messaging, automated reminders, and comprehensive audit trails to save time and deliver exceptional advice.

Don't miss out on our exclusive free trial for 2024. Watch now and join the future of financial advising.