Digital Wealth Solutions supports and streamlines client onboarding

We’re the Trusted ‘all-in-one’ Client Portal for SJP Practices

An SJP-approved digital platform designed to streamline your day and enhance the client experience.

If you're an SJP Partner or Practice, you know the pain of juggling disconnected tools. Digital Wealth Solutions is your single, secure, fully branded client portal - making it easier to manage relationships, deliver a professional experience, and stay fully compliant, all with less admin.

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Free 2-month Trial

We’re Designed and Built for SJP Advisers - Secure, Simple, and SJP-Approved

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.

Designed and built for St. James’s Place Workflows

We’ve designed our tech to meet the needs of SJP advisers - with features that align with your processes, not against them.

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.

Support that works for you

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

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.

SJP brochures, always up-to-date

Optionally display the latest St. James’s Place brochures directly within each client’s profile - automatically updated, no manual uploads needed.

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 SJP 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
“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
“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
“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
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 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