We’re the Trusted ‘all-in-one’ Client Portal That Works for You and Your Clients

You Deliver Trusted Advice - Your Portal Should Reflect That

As an independent financial adviser, you're managing tight schedules and high client expectations. Digital Wealth Solutions is a secure, easy-to-use client portal designed to make your day simpler, and your client experience stronger.

Effortlessly branded, backed by real support, and built to work the way you do - whether you’re a solo adviser or growing firm.

Digital Wealth Solutions supports independent financial advisers to reduce admin costs

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Free 2-month Trial

We’ve Listened to Advisers and built a platform focussed on clarity, efficiency, and collaboration.

Our mission is simple: to help you save time, stay compliant, and deliver a seamless client experience - so you can focus on advice, relationships, and long-term growth.

Many advisers tell us they’ve struggled with systems that look good in demos but fall short in practice - slow interfaces, poor adoption, and ticket-based support that leaves them waiting days.

We’re here to change that. Digital Wealth Solutions is designed to get you up and running fast - and stay with you as your firm grows.

Cut down on admin

With one platform for notes, tasks, documents and e-signatures.

Proudly Cyber Essentials Plus certified - five years and counting

We are committed to protecting yours & your client’s data with end-to-end encryption, GDPR and ISO-compliant servers.

All-in-one, not all-over-the-place

Secure chat, video meetings, client onboarding, document sharing and more - all in one intuitive branded portal.

We’re here to help you get started - your way. From hands-on training to guided onboarding, we’ve got you covered.

We’re here to help you get started - on your terms

From guided onboarding to hands-on training, we’ll support you every step of the way. And if you need help, our friendly UK-based team is always just a message away.

Confidence in every client interaction

Detailed audit trails and downloadable interaction reports make compliance easier and reviews smoother

Secure chat, video meetings, client onboarding, document sharing and more - all in one intuitive branded portal.

Engage clients effortlessly with shared to-do lists, reminders and a streamlined experience

Customisable features let you tailor the portal to match your advice process, so it works seamlessly for you and your clients.

Detailed audit trails and downloadable interaction reports make compliance easier and reviews smoother

See Why Your Peers Are Switching to a Smarter, Integrated Messaging Solution

Over 109 Million Messages sent through Digital Wealth Solutions - and counting.

That’s millions of secure, real-time adviser-client conversations happening seamlessly, without the frustration of clunky apps or email chains.

This is just one of the tools your peers love - and there’s so much more.

Explore the Features Designed with You in Mind

Trusted by over 500 advisers and their 15,000 clients

“I am not exaggerating when I say that finding Digital Wealth Solutions would turn out to be a pivotal moment in my recent career. This was, without doubt, the most impactful piece of technology on the advisor/client relationship that I had ever come across; it was truly a game changer.”
Nic Dilasser, Principal, Dilasser Private Clients
“Digital Wealth Solutions has revolutionised the way we work as a practice. It has streamlined many of our processes, it saves us time, money and is better for the environment as it has massively reduced our printing, postage and stationary costs. Clients love the joined-up approach.”
Carla Brown, Managing Director, Oakmere Wealth Management
“From the first moment I saw the Digital Wealth Solutions demo, I decided without hesitation that it was going to form the bedrock of all future client interactions for my business. You could say it was a ‘eureka’ moment.”
Peter Ewart, Managing Director, Ewart & Bridgeman Advisers
“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
“I think the system is brilliant and allows us to keep clients' files in a safe and secure platform. It is easy to communicate with clients and user friendly."
Chris Homer, Director, JPA Financial Planning Ltd
Digital Wealth Solutions is an essential part of our business. We need to make life easy for clients, DWS 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, Partner of Corinthian Wealth Management
“I have to say that the service that you and your team have provided is exemplary: you make it very difficult to not recommend Digital Wealth Solutions! This is exactly the type of impact we are looking to make on our clients, so you’ll be getting a mention in our weekly meeting….”
Vinit Mehta, Vinit Mehta Wealth Management
Since integrating Digital  Wealth  Solutions into our practice, the portal has become an essential part of how we work. It brings everything clients need, such as secure messaging, document and recommendation packs, actions lists and more, into a single, easy-to-use portal. Our clients appreciate the clarity and convenience of having all their information and actions in one place.
Less admin, lower costs and more time for genuine relationship building.
I’d recommend Digital Wealth Solutions to any financial planning practice serious about improving service delivery and client experience. It’s efficient for us and intuitive for clients. We’re confident it’s playing a key role in how our firm delivers advice.
Matthew Birkett, Chartered Financial Planner, Birkett Financial Planning