The Future of Investing Enabling Financial Advisers to provide advice to all Discretionary Portfolio Management, Investment Platform and Intuitive Technology
Joined August 2020
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A Platform that automates your recommendation and review process, enabling you to provide advice to more clients, contact our team to hear more digitalwealthsystems.co.uk/c…
#adviceforall #fintech #technology
@Digi_Wealth is a web-based #platform designed to help #advisers connect with #clients, #recommend #investments and perform #reviews.
#DIGI are featured in the #WealthPracticemanagement Systems and #ClientPortal sections on our #AdviceTechHub.
advisersoftware.com/wealth-p…
If you missed yesterday's event you can catch it here, you will not be disappointed. Thank you @GroupVerve for hosting a fabulous event
What a night! 👏
Did you miss #WeAreLive?! Not to worry - you can catch up on all of the fun here 👇
#VerveIsLive
youtube.com/watch?v=rm3RrtIp…
Digital Wealth Systems retweeted
Another fab demo, this time from @Digi_Wealth 🤩.
So many fantastic features on offer - including the option of adding your own branding to reports!
#VerveIsLive
One. Week. To. Go. 🎙️🥳🥂🙌 #VerveAreLive
@ApricityComply @SecclTech @FintegrateUK @VisibleCapital @elensoftware @AdviserCloud @IntellifloLtd @Digi_Wealth
Join us on here: bit.ly/3go3QSo
#Fintech #Technology #FinancialServices
Our team will be joining @GroupVerve for their live event, sign up below to see what we have been working on
#fintech #adviceforall #wealthtech
A very informative session this morning. P1 Investments are our DFM on platform, you can sign up below to their Free Monthly CPD webinars.
"The session was excellent, many thanks"
Lovely feedback on today's webinar by Quintin on "Investing for a Carbon-neutral future". ICYMI the webinar is based on published academic work by Quintin & will
be rerun later in the year. Sign up to next months p1-im.co.uk/p1-sustainable-i…
Digi enables financial advisers to provide advice to more clients more cost effectively, a product that combines DFM, Investment Platform and Technology delivering ‘Advice for All’ digitalwealthsystems.co.uk/c…
#fintech #wealthtech #adviceforall
Having a simplified advice process and innovative tech will enable you to support the next generation in their journey
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Digital Wealth Systems retweeted
Have had some interesting conversations in the last few weeks. It feels like the adviser tech space is finally starting to get a bit exciting. @elensoftware @TeamCodepotato @Digi_Wealth
Through automation of recommendations, reconciliation and review we think we can help adviser firms increase their capacity - digitalwealthsystems.co.uk/
moneymarketing.co.uk/news/pl…
Digital Wealth Systems retweeted
New on the app: Kenneth Lamont of @uk_morningstar writes about ‘Choosing the Right Sustainable Fund’ Via app.octomembers.com #forpractitioners
Digital Wealth Systems retweeted
P1's CEO James Priday talking with @samshaw17 for @octomembers on what motivates him, what P1 are up to and his views on the financial services industry.
If you're not a member already - @octomembers is a great source of industry comment and discussion.
app.octomembers.com/posts/me…