Our advice firm clients can customise their dedicated Digital Wealth Solutions-powered website with its own web address, logo, imagery, colour scheme, proposition settings etc.

Once customised, a Digital Wealth Solutions-powered website represents a wholly new, modern means for clients and advisers to have high-quality advice relationships.

Each client is given their own secure, branded, personalised portal from which they can seek advice, review recommendations, digitally sign documents, meet with their adviser via video conferencing, store and share wealth-related documents, complete Fact Finds, and much more.

Advice firms now include these client portals as a pivotal part of their client proposition.

Advisers and staff can host wealth-specific, video conferencing meetings with clients. ‘Client Meeting Rooms’ are secure, optionally recordable and include in-meeting document presentation, screen sharing, eSignatures and up to 8 participants.

Client Meeting Rooms are used by advice firms to advise and service clients remotely - thereby improving productivity and client servicing, while managing costs. Unlike many generic video meeting services, the details of Client Meeting Rooms are stored in perpetuity - so clients and advice firms have robust records of their meetings.

‘Messages’ allow the client, adviser and support staff to securely share memos, and documents, with each other. Some of our advice firm clients are now using Messages to replace their traditional email interactions with clients. For example, an adviser could post updates on policy ceding processes, while the client could securely pass requested documents such as proof of identity and financial statements.

Questionnaires allow advice firms to request structured information from a client - including a shortened version of a typical Fact Find.

As such, Questionnaires are used by advisers to identify advice opportunities to discuss with the client during subsequent meetings. Advisers tell us that Questionnaires are helping to make their client meetings more focussed and productive than ever before.

Clients can securely store important personal wealth documents (e.g. Wills, Powers of Attorney, policy documents) in their account, and optionally share same with their adviser.

Advisers use Digital Wealth Solutions to remotely meet and onboard prospective clients. In addition to helping break down geographic constraints to acquiring clients, their Digital Wealth Solutions-powered websites help to ensure that advisers ‘look the part’ when meeting would-be clients.

Advice firms can make their brochureware, which showcases their services, accessible to their clients. Clients can read brochures or website links at their convenience.

Clients and advice firm staff can sign documents and complete PDF documents from within their accounts. This feature can speed up the advice process, and can be used to significantly reduce the level of paperwork necessary. Advice teams can choose between using an embedded DocuSign digital signature integration, or Digital Wealth Solutions bespoke electronic signature.

Advice firms can post blog entries for all clients. Unlike publicly-visible blogs, this blog is only accessible to clients and prospects. Given the intimate audience, advice firms tend to blog on topics like market dynamics, firm news, upcoming events, and other important planning topics.

For a corporate client, we recently implemented a bespoke identity check feature, which allows advice teams to remotely verify the identity of Singaporean residents and citizens. This involved integrating Digital Wealth Solutions with Singpass. To support international expansion, we are currently building equivalent identity checks for other geographies.

From within their account, clients can record details of their estate and share this information with the advice firm.

Should the client pass away, this information may be made accessible to executors / estate administrators.

Via their secure account, clients can conveniently request a meeting with their adviser, and provide preliminary information ahead of the meeting.

To aid clients in dealing with the administrative aspects of financial planning, we built a popular and useful to-do list utility. A client and staff can collaboratively manage the client’s list, which can cover everything from short-term considerations like signing documents through to longer-term topics like organising powers of attorneys and updating a Will.

Advice firms are able to post details of their service(s) to all clients. For example, Service Charters and regulatory documents, like disclosure forms.

This helps advice firms to ensure that they are appropriately and systemically informing their clients of the nature and terms of their service(s).

Clients and advice firm staff are automatically notified about important, relevant events. For example, a client will receive a notification about a newly-scheduled Client Meeting Room. Similarly, an adviser will be notified about a client signing and completing an urgently-required document.

We have designed Digital Wealth Solutions to ensure that advice and non-advice staff can work together to look after clients. Typically non-advice staff take on ‘heavy lifting’ for their assigned financial advisers - inviting clients, scheduling meetings, drafting paperwork. This frees up each adviser to focus on meeting clients.

Also, every advice firm has a ‘Director’ account, which is used to oversee all business activity on the website – with a view to managing advice quality and productivity.

An adviser can digitally send personal recommendations to a client. The client can review, accept/reject and sign recommendations within their private, secure account. Using this feature, advice firms can reduce the number of in-person client meetings and/or advise clients remotely and compliantly.

Document Packs serve to share essential documents, such as; application forms, general updates on investment performance, marketing materials and more. You can optionally mark the document for client completion with our built in e-signature or DocuSign integration.

Client interactions on Digital Wealth Solutions-powered websites are recorded in audit trails. These audit trails provide a robust history to both clients and advice teams as to what exactly happened as part of the advice process. For example, advisers could showcase what documents were presented to clients during video meeting. And clients could see what messages they sent to their adviser.

Advice firm staff can generate detailed reports about specific client interactions. For example, they can generate a PDF report about a Client Meeting Room hosted. The PDF report will contain all the necessary meta data about the meeting, and the associated audit trail; thereby, allowing the firm to appropriately evidence the client interaction.

Advice firms use this feature to robustly evidence client interactions to regulators, product providers, even to the client.

Advising and non-advising staff can generate reports about how the advice firm has been using their Digital Wealth Solutions-powered website. These reports are useful to provide oversight on distribution and advice activity.