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If you are interested in having a 30-minute discussion to see if Digital Wealth Solutions might benefit your business, you can schedule a meeting by clicking the button below or here.

Contact us

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  • Setting up your bespoke Digital Wealth Solutions-powered website is complimentary, including a free 2-month trial. To continue your Digital Wealth Solutions journey, we offer a convenient monthly subscription.

  • Your Digital Wealth Solutions website will allow you to communicate with your clients via video conferencing, secure messages and sign important documents, without the need for multiple platforms. Everything will be in one place for you and your clients.

  • Our platform is user friendly and simplifies your day to day interactions, instead of having multiple applications open at one time. We have video tutorials and step by step instructions should you need some guidance, or our support team will be happy to jump on a call with you!

  • Our platform is compatible on most internet browsers on desktops, tablets, androids and other smartphones.

  • If you choose to trial your own bespoke Digital Wealth Solutions powered website, we require you to fill out the information request form so we can create your website. Within a few days, we will send you your log in credentials and you can then start your Digital Wealth Solutions journey.

  • We have a wealth of help guides and tutorials to guide you through your Digital Wealth Solutions journey. Alternatively, we have a team dedicated to support any queries you may have with 24/5 support. We are proud to have an incredibly quick turnaround of at 2-48 hours response time. We also offer various types of training solutions based on the need from the advice firm.

Our frequently asked questions.