Our Client Solutions

Advice Firms

We provide our small and medium-sized advice firm clients with branded, interactive portals. Each portal contains everything advice professionals need to onboard, advise and look after their clients remotely. From video conferencing, through digital signatures, to online fact finds, we are helping our advice firm clients to revolutionise how they run their businesses.

Trusted by

Oakway Wealth Management is a Partner of Digital Wealth Solutions
Ewart and Bridgeman parters of digital wealth solutions

Nic Dilasser, Principal, Dilasser Private Clients

“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.”

Our Proposition to Advice Firms

We provide small and medium-sized advice firms with branded, richly featured, interactive portals that are used to support client interactions - from onboarding, through advice, to the provision of an ongoing advice service. Advice professionals use our portals to revolutionise how they look after their clients over the internet.

Importantly, Digital Wealth Solutions-powered portals are purposely designed to sit alongside and complement the classic, face-to-face approach to financial advice. Advisers and their clients use Digital Wealth Solutions-powered portal to ensure that clients are appropriately advised and looked after wherever they are.

See the benefits of Digital Wealth Solutions for your business below;

  • Level up your online client proposition to make it more becoming of your traditional, in-person client service.

  • Impress clients and prospects with a custom, branded site and professional client experience that are appropriate for a post-Covid world.

Look the part online

Enhance your online client experience with a custom-branded site that reflects the quality of your in-person service

  • Advise and service more clients without reducing service levels.

  • Free up adviser time to focus on high-potential cases and clients.

  • Target entirely new client segments with tech-supported advice (e.g. B2B, intergenerational, non-local prospects etc).

Productivity & Retention

Expand your client base without compromising service quality by leveraging technology to free up adviser time and target new segments, including B2B, intergenerational, and non-local prospects.

Reduce costs

  • Reduce unnecessary travel time by optionally interacting with clients online.

  • Reduce paper-related inefficiencies and costs.

  • Option to pass on cost savings to clients through fee reductions.

Minimise travel time with seamless online client interactions, cut paper-related inefficiencies and costs, and create opportunities to pass savings on to clients through reduced fees.

  • Audit trails and ‘interaction reports’ evidence key steps taken to advise and interact with clients.

  • Client Meeting Room sessions can optionally be recorded.

  • Case documentation is auto-stored online for reference.

  • Secure technology, with regular security tests.

Stay safe & Compliant

Track and evidence key client interactions with audit trails and detailed reports, optionally record Client Meeting Room sessions, and securely store case documentation online—all backed by regularly tested, secure technology.

  • Advise and service clients both in person and using technology.

  • Support busy clients in requesting advice whenever and wherever they wish

  • Meet more clients more frequently than ever before possible.

  • Acquire new clients using technology that complements face-to-face advice.

Make advice more accessible

Combine in-person and digital advice to support busy clients anytime, anywhere. Meet more clients more frequently and acquire new ones with technology that enhances face-to-face interactions.

  • Focus on growth and operations confident that client facing digital innovation is being addressed.

  • Deploy capital on core growth, not technology development.

Focus

Drive growth with confidence, knowing your client-facing digital innovation is covered. Allocate resources to core business expansion, not technology development.

Ready to Simplify Your Advisory Business?

How It Works

Book a Demo

See the platform in action and find out if we’re the right fit.

Start Your Free Trial

2 months free - no card or setup fee, no obligation.

Streamline Your Business

Reduce admin time and improve client satisfaction.

In part as a response to the Covid pandemic, St. James’s Place approached us about providing their financial advice professionals in Asia with a dedicated Digital Wealth Solutions platform that we could together customise for the specifics of the St. James’s Place business.

Digital Wealth Solutions provided St. James’s Place with a dedicated platform, hosted in Asia, and a dedicated development team to customise the platform - over and above the set of standard advice features for advice professionals and their clients.

While we implemented various customisations, perhaps the most notable ones are integrations with both Singapore’s and Hong Kong’s digital identity platforms - Singpass and iAM Smart respectively. Both integrations are to allow for remote verification of clients’, and prospective clients’, identities; and, therefore, support St. James's Place advisers in dealing with limitations on meeting clients in person.

We continue to work with St. James’s Place to customise their Digital Wealth Solutions platform in line with their strategy, and to support their advice professionals in using the platform to onboard, advise and look after clients.

Case Study: St. James’s Place