How Can Financial Advisers Save Time and Streamline Client Engagement?
Are you a financial adviser overwhelmed by admin, client follow-ups, and compliance tasks that eat into your day? You’re not alone. Many advice firms (including IFAs) in the UK are seeking better ways to deliver high-quality advice while managing their time effectively.
Outdated tools and disconnected systems slow you down. And with clients expecting fast, secure, and personalised service, the pressure is on.
Digital Wealth Solutions is built specifically for firms like yours. It’s an all-in-one client portal designed to reduce admin, enhance the client experience, and give you back the time to focus on what matters: building relationships and giving advice.
What Are the Top Time Wasters for IFAs?
📊 According to the 2024 Adviser Tech Stack Report by NextWealth, 63% of UK financial advisers say improving operational efficiency is a key business priority - yet many still rely on disconnected systems that slow down client engagement.
Switching between multiple platforms to gather client info
Chasing up clients for missing documents
Manually tracking compliance
Managing paper-based processes
Scheduling and rescheduling meetings via email
How Digital Wealth Solutions Helps IFAs Reclaim Time
Here’s how Digital Wealth Solutions helps UK advisers eliminate common admin headaches:
✅ Branded client portals: Clients can upload docs, send secure messages, view past advice, and complete fact finds - all in one place.
✅ Built-in digital signatures: Use our e-signature or DocuSign integration for faster form completion.
✅ Shared to-do lists: Assign next steps to clients and track progress easily.
✅ Audit trails: Automatically capture a full history of client interactions for compliance peace of mind.
✅ Client segmentation: Deliver tailored experiences to different client types (e.g. retirees, business owners, HNW individuals).
"Digital Wealth Solutions is an essential part of our business. We need to make life easy for clients, and Digital Wealth Solutions does this. There's so much admin in what we do; sharing this with clients is made easy. The impact for us is time-saving, but more importantly, the client experience is so much better. Everything they need from us in one place. We couldn't operate without it."
— Will Rees, Corinthian Wealth Management.
FAQs: Financial Advisers & Client Portals
Q: How secure is the portal?
A: Digital Wealth Solutions is Cyber Essentials Plus certified and includes encryption, 2FA, and detailed audit trails for transparency.
Q: Can I personalise the portal?
A: Yes. Your logo, colours, messaging, and services are all customisable.
Q: Do I need to change my CRM or platform provider?
A: No. Digital Wealth Solutions integrates with most systems and enhances your existing setup.
Q: Will my clients understand how to use it?
A: Absolutely. The platform is simple, intuitive, and accessible on desktop or mobile.
Q: What’s the commitment?
A: None. You can try DWS free for two months - no setup fees, no credit card needed.
How to Get Started
Book a free walkthrough with our team to see Digital Wealth Solutions in action.
Choose your branding - we’ll personalise your client portal.
Invite a few clients to trial the system.
Start saving time within days, not weeks.
Why Digital Wealth Solutions Is the Smart Choice for IFAs
All-in-one portal to streamline admin, compliance and client service
Personalised branding for a professional experience
Easy integration with your current tech
Real-time collaboration with clients through tasks and messages
Two-month free trial, no strings attached
Ready to Streamline Your Financial Advisory Business?
Join the growing number of financial advisers in the UK using Digital Wealth Solutions to modernise their client service and reduce admin.
✨ Try Digital Wealth Solutions free for 2 months.
