Lauren Taw 03/05/2024 Lauren Taw 03/05/2024

Streamlining Financial Adviser Client Onboarding: Overcoming Manual Processes and Lengthy Delays

Lauren Taw 01/05/2024 Lauren Taw 01/05/2024

Unlock the Power of Tech to Engage Younger Clients

Lauren Taw 26/04/2024 Lauren Taw 26/04/2024

Launch of Our New Client iOS App!

Lauren Taw 22/04/2024 Lauren Taw 22/04/2024

Stand Out by Catering to the Rise of Eco-conscious Clients with Digital Wealth Solutions

Stand out in the financial advisory landscape by catering to the rise of eco-conscious clients with Digital Wealth Solutions. Streamline operations, embrace sustainability, and foster trust among environmentally conscious consumers. Book a demo today and try our 2024 trial!

Lauren Taw 05/04/2024 Lauren Taw 05/04/2024

Is Your Financial Advisory Team Suffering from Collaboration Gaps?

Lauren Taw 27/03/2024 Lauren Taw 27/03/2024

Client Engagement for Financial Advisers: Effortless and Impactful Solutions

Lauren Taw 21/03/2024 Lauren Taw 21/03/2024

Elevate Tax Year-End Planning with Digital Wealth Solutions: Your Comprehensive Guide

Discover how Digital Wealth Solutions empowers financial advisers to navigate tax year-end planning challenges with ease.

Lauren Taw 15/03/2024 Lauren Taw 15/03/2024

Prioritising Relationships: The Heart of Financial Advisory with Digital Wealth Solutions

Explore the importance of human connection in financial advisory and discover how Digital Wealth Solutions empowers advisers to prioritise relationships while leveraging cutting-edge technology.

Lauren Taw 08/03/2024 Lauren Taw 08/03/2024

Unlocking Business Value: The Impact of Client Portals in the Advisory Landscape

Explore the transformative power of client portals in the advisory landscape. Learn why a robust digital engagement strategy, powered by platforms like Digital Wealth Solutions, can elevate the value of advisory firms. Dive into insights from industry experts and discover how to stay ahead in the age of digital transformation.

Andrea Arnold 06/03/2024 Andrea Arnold 06/03/2024

Digital Wealth Solutions Launches Integration with iAM Smart for Remote Identity Verification in Hong Kong

We are delighted to announce that we - working with a corporate client - have just launched an integration with between DWS and iAM Smart, the Hong Kong digital identity service.

This new integration means that our corporate client’s advice teams can remotely verify the identities of prospective clients and existing clients. This in turn assists those advice teams to offer advice remotely.

To build on this integration, we are currently testing equivalent integrations for other geographies.