Try Digital Wealth Solutions free for 2 months - no card, no setup fee, no obligation
All-in-one client portal designed for advisers to save time, streamline admin, and impress clients.
We’re offering an extended free trial for 2 months. No strings attached - just an opportunity to explore and see if it fits your needs. This gives you ample time to explore our platform, integrate it into your workflow, and experience firsthand how it can transform your business.
How It Works:
Our clients are at the heart of everything we do. At Digital Wealth Solutions, we’re fully committed to supporting you and your business, ensuring every step of the process is smooth, seamless, and efficient.
Start with a demo to see if we’re the right fit for your business. It’s your chance to explore the portal in action and get answers to any questions.
Tell Us About Your Firm
Share a few details about your business so we can set up a branded client portal that feels like your firm from day one.
Personalised Onboarding
We’ll tailor the onboarding to suit you-quick video walkthroughs, direct support, and no complicated setup. Everything is designed to get you running smoothly without heavy training.
Enjoy Your 2-Month Trial
Jump straight in and start using your portal with clients immediately. Secure messaging, document sharing, and digital signatures - all taken care of so you can focus on what matters most.
Why Choose Digital Wealth Solutions?
Every day, financial advisers rely on Digital Wealth Solutions to securely message clients, share documents, and manage meetings - all in one place. With 109M+ messages sent and 27K+ meetings completed, We aren’t just another tool. We’re the trusted platform where advisers and clients connect at scale.
One Platform. Multiple Wins.
One portal, fully branded - messaging, documents, and digital signatures all in one place
Simple for clients - no clunky logins or confusing systems
Seamless onboarding - tailored to your firm’s needs with minimal setup
On-the-go access - dedicated iOS app for clients
Compliance-ready - built specifically for the financial advice profession
Built for Your Whole Firm
Advisers - reduce admin and spend more time advising
Support staff - manage documents, updates, and client queries effortlessly
Clients - enjoy a clear, intuitive portal that makes staying in touch easy
After using this system for well over 2 years I would highly recommend Digital Wealth Solutions and wouldn’t be without it! It’s worked wonders for my work life balance. Saved many hours in time travelling whilst maintaining high service standards to my clients. Win win! 🥇 give it a try and you won’t look back.
-Amy Enright DipFa, Financial Adviser, Sovereign Wealth Ltd
Ready to Simplify Your Advisory Business?
How It Works
See the platform in action and find out if we’re the right fit.
2 months free - no card or setup fee, no obligation.
Reduce admin time and improve client satisfaction.
