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Yes, setting up your bespoke Digital Wealth Solutions-powered website is complimentary, including a free 2-month trial. To continue your journey, we offer a convenient monthly subscription.
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Our platform enables seamless communication with your clients via video conferencing, secure messaging, and document signing—all within a single, user-friendly interface for you and your clients.
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Absolutely. Our intuitive platform simplifies daily interactions. We provide video tutorials, step-by-step instructions, and dedicated support to assist you.
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Yes, our platform is compatible with most internet browsers on desktops, tablets, Android, and other smartphones.
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Upon initiating a trial, we'll gather necessary information to create your bespoke website. Within a few days, you'll receive your login credentials to begin your journey.
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We offer comprehensive help guides, tutorials, and 24/5 dedicated support with a swift response time of 2-48 hours. Various training solutions are also available based on your firm's needs.