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Get a Free Demo of Digital Wealth Solutions Advice-Tech Client Portal
Our powerful, integrated platform streamlines client onboarding, advice delivery, and business operations - designed to enhance client experiences and drive growth. Book a free, no-obligation consultation to discover how our innovative technology can elevate your business. Schedule your meeting at your convenience and start unlocking the potential of your firm today.
Our frequently asked questions
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Yes, setting up your bespoke Digital Wealth Solutions-powered website is complimentary, including a free 2-month trial. To continue your journey, we offer a convenient monthly subscription.
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We provide financial advice firms with a platform that enables seamless communication with your clients via video conferencing, secure messaging, and document signing - all within a single, user-friendly interface for you and your clients.
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Absolutely. Our intuitive platform simplifies daily interactions. We provide video tutorials, step-by-step instructions, and dedicated support to assist you.
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Yes, our platform is compatible with most internet browsers on desktops, tablets, Android, and other smartphones. We’ve also launched our first app!
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Upon initiating a trial, we'll gather necessary information to create your bespoke website. Within a few days, you'll receive your login credentials to begin your journey.
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We offer comprehensive help guides, tutorials, and dedicated support with a swift response time of 2-48 hours. Various training solutions are also available based on your firm's needs.
Prefer to reach out via email?
Complete the contact form below, and our team will respond promptly.