How Adviser Tech Is Enabling More Flexible, Personalised Advice
Client expectations are shifting, digital fluency is increasing and the rise of hybrid working has made on thing clear: flexibility isn’t optional - it’s expected.
Research from a recent ValidPath study revealed that 22% of clients live more than an hour away from their financial adviser*. Nearly a third of all meetings now happen remotely, and just 29% of advisers consider face-to-face meetings essential for building new relationships. Financial planning is no longer tied to geography or traditional office hours.
The Role of Adviser Tech in a Changing Landscape
This digital shift presents both a challenge and an opportunity for advisors, With the right adviser tech, firms can adapt to changing client behaviours and scale their services - without sacrificing personalisation.
From secure communication tools, streamlined onboarding to advances client portals, technology is redefining how we manage wealth.
At Digital Wealth Solutions, we believe technology should remove barriers, not create them, We have created, alongside many advisers, to create a client portal that is designed to simplify onboarding, streamline document exchange and support real-time communication - giving advisers more time to focus on meaningful conversations, and less on admin.
Why a Strong Client Portal Matters
A powerful client portal is the backbone of a modern wealth manager, it helps to:
Segment and personalise services based on client needs
Automate routine tasks to reduce time spent on paperwork
Improve transparency and build client trust through real-time access
Deliver consistent, branded experiences across touchpoints
Whether you're focused on high-net-worth individuals or mass-affluent client segments, having flexible, intuitive technology allows advisers to deliver tailored advice at scale.
From Tech Advisor to Trusted Partner
More than 49% of advisers* now see tech as critical to their business success. But choosing the right tech tools for financial advisors means looking beyond features and asking: Does this solution actually make it easier to give great advice?
Digital Wealth Solutions isn’t just a software advice client portal. It’s a strategic platform built for hybrid advice delivery, enabling both face-to-face and digital touch points to coexist effortlessly.
We believe adviser tech isn’t about replacing human relationships, it’s about enhancing them. With the right client portal, financial advisors can adapt to modern client needs while delivering the high-touch service that sets them apart.
Try It Yourself: 2-Month Free Trial
We believe that powerful adviser tech should be accessible. That’s why we offer a 2-month free trial of our platform - so you can see first-hand how technology can help you deliver more flexible, personal, and scalable advice.
