Collectively, Digital Wealth Solutions features help financial advice businesses - large and small - to overhaul how they look after clients over the internet

Customisable Client Portals for Advice Firms

Our advice firm clients can customise their dedicated Digital Wealth Solutions-powered portal with its own web address, logo, imagery, colour scheme, proposition settings etc.

Once customised, a Digital Wealth Solutions-powered portal represents a wholly new, modern means for clients and advisers to have high-quality advice relationships.

Transform Client Relationships with Secure, Personalised Portals

Each client is given their own secure, branded, personalised portal from which they can seek advice, review recommendations, digitally sign documents, meet with their adviser via video conferencing, store and share wealth-related documents, complete Fact Finds, and much more.

Advice firms now include these client portals as a pivotal part of their client proposition.

Boost Productivity and Client Service with Secure, Wealth-Specific Meetings

Advisers and staff can host wealth-specific, video conferencing meetings with clients. ‘Client Meeting Rooms’ are secure, optionally recordable and include in-meeting document presentation, screen sharing, eSignatures and up to 8 participants.

Client Meeting Rooms are used by advice firms to advise and service clients remotely - thereby improving productivity and client servicing, while managing costs. Unlike many generic video meeting services, the details of Client Meeting Rooms are stored in perpetuity - so clients and advice firms have robust records of their meetings.

Replace Email Hassles with Secure Client Messaging

‘Messages’ allow the client, adviser and support staff to securely share memos, and documents, with each other. Some of our advice firm clients are now using Messages to replace their traditional email interactions with clients. For example, an adviser could post updates on policy ceding processes, while the client could securely pass requested documents such as proof of identity and financial statements.

Uncover Opportunities with Ease

Questionnaires allow advice firms to request structured information from a client - including a shortened version of a typical Fact Find.

As such, Questionnaires are used by advisers to identify advice opportunities to discuss with the client during subsequent meetings. Advisers tell us that Questionnaires are helping to make their client meetings more focussed and productive than ever before.

Securely Store and Share Wealth Documents with Clients

Clients can securely store important documents, such as Wills, Powers of Attorney, and policies, in their account. These files are easily accessible and can be shared with advisers instantly, ensuring seamless collaboration and peace of mind.

Attract and Onboard Clients Seamlessly

Advisers use Digital Wealth Solutions to remotely meet and onboard prospective clients. In addition to helping break down geographic constraints to acquiring clients, their Digital Wealth Solutions-powered portals help to ensure that advisers ‘look the part’ when meeting would-be clients.

Make Your Services Accessible Anytime with Digital Brochures

Advice firms can make their brochureware, which showcases their services, accessible to their clients. Clients can read brochures or website links at their convenience.

Streamline Document Signing and Reduce Paperwork

Clients and advice firm staff can sign documents and complete PDF documents from within their accounts. This feature can speed up the advice process, and can be used to significantly reduce the level of paperwork necessary. Advice teams can choose between using an embedded DocuSign digital signature integration, or Digital Wealth Solutions bespoke electronic signature.

Engage Clients with Market Insights, Firm News, and More

Advice firms can post blog entries for all clients. Unlike publicly-visible blogs, this blog is only accessible to clients and prospects. Given the intimate audience, advice firms tend to blog on topics like market dynamics, firm news, upcoming events, and other important planning topics.

Bespoke Identity Verification with Global Reach

For a corporate client, we have developed a customised identity verification feature, enabling advice teams to remotely authenticate the identity of Singaporean and Hong Kong clients. This integration included both Singpass and iAM Smart. To support our international expansion, we are currently developing similar identity verification solutions for other regions.

Securely Record Estates and Plan for the Future

From within their account, clients can record details of their estate and share this information with the advice firm.

Should the client pass away, this information may be made accessible to executors / estate administrators.

Secure Scheduling and Pre-Meeting Prep Made Simple

Via their secure account, clients can conveniently request a meeting with their adviser, and provide preliminary information ahead of the meeting.

Collaborative To-Do Lists for Clients and Advisers

To aid clients in dealing with the administrative aspects of financial planning, we built a popular and useful to-do list utility. A client and staff can collaboratively manage the client’s list, which can cover everything from short-term considerations like signing documents through to longer-term topics like organising powers of attorneys and updating a Will.

Share Service Charters and Regulatory Documents with Clients

Advice firms are able to post details of their service(s) to all clients. For example, Service Charters and regulatory documents, like disclosure forms.

This helps advice firms to ensure that they are appropriately and systemically informing their clients of the nature and terms of their service(s).

Automated Notifications for Key Client and Adviser Actions

Clients and advice firm staff are automatically notified about important, relevant events. For example, a client will receive a notification about a newly-scheduled Client Meeting Room. Similarly, an adviser will be notified about a client signing and completing an urgently-required document.

Collaborative Tools for Advisers, Staff, and Directors

We have designed Digital Wealth Solutions to ensure that advice and non-advice staff can work together to look after clients. Typically non-advice staff take on ‘heavy lifting’ for their assigned financial advisers - inviting clients, scheduling meetings, drafting paperwork. This frees up each adviser to focus on meeting clients.

Also, every advice firm has a ‘Director’ account, which is used to oversee all business activity on the portal – with a view to managing advice quality and productivity.

Secure Digital Recommendations and Document Sharing

An adviser can digitally send personal recommendations to a client. The client can review, accept/reject and sign recommendations within their private, secure account. Using this feature, advice firms can reduce the number of in-person client meetings and/or advise clients remotely and compliantly.

Document Packs serve to share essential documents, such as; application forms, general updates on investment performance, marketing materials and more. You can optionally mark the document for client completion with our built in e-signature or DocuSign integration.

Enhance Transparency with Comprehensive Audit Trails

Client interactions on Digital Wealth Solutions-powered portals are recorded in audit trails. These audit trails provide a robust history to both clients and advice teams as to what exactly happened as part of the advice process. For example, advisers could showcase what documents were presented to clients during video meeting. And clients could see what messages they sent to their adviser.

Generate Detailed Client Interaction Reports for Compliance and Transparency

Advice firm staff can generate detailed reports about specific client interactions. For example, they can generate a PDF report about a Client Meeting Room hosted. The PDF report will contain all the necessary meta data about the meeting, and the associated audit trail; thereby, allowing the firm to appropriately evidence the client interaction.

Advice firms use this feature to robustly evidence client interactions to regulators, product providers, even to the client.

Track Your Firm's Digital Engagement and Advice Delivery

Advising and non-advising staff can generate reports about how the advice firm has been using their Digital Wealth Solutions-powered portal. These reports are useful to provide oversight on distribution and advice activity.

Stay Connected with the Digital Wealth Solutions iOS App

Our new client iOS app is perfect for your on-the-go clients. From secure messaging to managing personal details and joining Client Meeting Rooms, the app simplifies your clients financial journey. With an easy-to-use dashboard and continuous updates to expand its features, the Digital Wealth Solutions iOS app is designed to enhance user experience and keep you connected, anytime, anywhere.