Annual Reviews Don't Have to Be a Headache: How to Reclaim Time and Build Stronger Client Relationships
Annual reviews are a core part of every financial adviser’s service, but they can quickly become a headache of admin, late documents, and long hours chasing paperwork. What should be a valuable touchpoint with clients can feel more like a compliance exercise. It’s easy to see why advisors are seeking smarter, more scalable ways to manage wealth and deliver a better client experience.
We believe it doesn’t have to be this way.
Client portals offer a smarter, more human approach - blending automation with personal connection, so you can focus on what truly matters: your clients.
The Real Cost of Manual Annual Reviews
Advisers tell us the same things, year after year:
“I spend hours chasing clients for updates.”
“It takes forever to prepare reports.”
“We keep emailing documents back and forth.”
“It's hard to feel in control during review season.”
When reviews feel like a burden, they become something to endure - not an opportunity to deepen trust, uncover new goals, or show value.
Imagine This Instead...
You log into your portal, and everything you need is already there.
Updated client details. Secure document packs. A real-time view of where each client is in the review process with client segmentation. No loose ends. No last-minute scrambles. Just clarity.
With Digital Wealth Solutions, that’s exactly what you get.
Reimagine the Review Process with Digital Wealth Solutions
Our advanced tech platform streamlines your review process by bringing everything into one secure client portal. Less stress and more confidence.
1. Pre-Meeting: Be Ready Before You Even Start
Send a Pre-Meeting Questionnaire through the client portal three weeks ahead of time. Clients can update details, upload documents to the vault, or send a quick message with changes. It’s efficient, intuitive, and built for busy people.
2. Meet Where It’s Convenient - Online
Host your review meeting directly through Digital Wealth Solutions, where both adviser and client can view and interact with shared documents in real time, without the need of saving ‘tabs’ and wondering where that document went.
3. Post-Meeting: Keep Momentum Going
After the meeting, summaries and next steps can be shared via Document Packs, uploaded to the meeting area, and tracked through the platform. Built-in messaging keeps internal and client conversations in one place, maintaining a clear audit trail.
4. Meeting Packs Without the Paper Chase
Create personalised Document or Recommendation Packs that clients can review and sign digitally. Set automatic reminders to reduce the need for chasing and improve client turnaround times.
No printing. No postage. No back-and-forth.
The Adviser Tech That Works With You
Digital Wealth Solutions isn’t just software advice for a client portal. It's a digital wealth management solution that empowers financial advisers with the tools they need to scale operations without losing their personal touch.
From secure messaging to automated document workflows, client segmentation insights to fully branded portals, Digital Wealth Solutions offers a complete adviser tech ecosystem designed for the advice firms.
Digital Wealth Solutions helps you:
Stay compliant with FCA expectations
Improve client engagement across segments
Deliver consistent, high-quality advice
Reduce admin and increase adviser capacity
…you can manage wealth more effectively and free up time for work that really makes a difference.
Because Reviews Should Feel Like Progress, Not Paperwork
Digital Wealth Solutions supports advisers who want to deliver standout advice and streamline operations. It’s not just about efficiency - it’s about creating experiences your clients remember and value.
✅ Try it free for 2 months or book a demo to see how Digital Wealth Solutions can transform your annual reviews.
Your time - and your client relationships - are worth more.
