The All-in-One AdviceTech Portal Designed for Financial Advice Professionals, and your Clients.

“Digital Wealth Solutions provides the perfect solution for us to securely and confidentially share documents with our clients. The platform has significantly streamlined our processes, and we've been consistently impressed with the quick and reliable support provided whenever we need assistance. We value their commitment to continuous improvement and their willingness to incorporate our feedback to make the platform even better for us and our clients. We are confident this partnership will continue to be a success.”

Amy Kwok, Chartered Accountant, Expat UK Tax

“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

“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

“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

“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

“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

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

“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

“Digital Wealth Solutions has streamlined the way I run my client meetings online. The platform is reliable, professional, and easy for clients to use, which means our sessions start smoothly and stay focused. One of the biggest benefits for me is the meeting transcript feature – it allows me to produce accurate, detailed review letters afterwards without having to take extensive notes during the meeting. This means I can give my full attention to the client in the moment, knowing I have a complete and accurate record to refer back to later. It’s an invaluable tool for delivering a high-quality financial planning service online.”

Alex Macintyre, Chartered Financial Planner and Director, Fortitude Wealth Management Ltd

Since integrating Digital  Wealth  Solutions into our practice almost two years ago, the portal has become an essential part of how we work. It brings everything clients need, such as secure messaging, document and recommendation packs, actions lists and more, into a single, easy-to-use portal. Our clients appreciate the clarity and convenience of having all their information and actions in one place.

Workflows feel smoother. Less admin, lower costs and more time for genuine relationship building.

I’d recommend Digital Wealth Solutions to any financial planning practice serious about improving service delivery and client experience. It’s efficient for us and intuitive for clients. We’re confident it’s playing a key role in how our firm delivers advice.

Matthew Birkett, Chartered Financial Planner, Birkett Financial Planning