Digital Wealth Systems

The Future of Investing
Enabling Financial Advisers to provide advice to all

Discretionary Portfolio Management, Investment Platform and Intuitive Technology

[Digital Wealth Systems @Digi_Wealth]

We are live!

#technology #fintech #wealthtech

[Digital Wealth Systems @Digi_Wealth]

A Platform that automates your recommendation and review process, enabling you to provide advice to more clients, contact our team to hear more https://t.co/pZ7OyY5eF5

#adviceforall #fintech #technology

[AdviserSoftware.com @advisersoftware]

@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.

https://t.co/8CzGvPavIm

[Digital Wealth Systems @Digi_Wealth]

If you missed yesterday's event you can catch it here, you will not be disappointed. Thank you @GroupVerve for hosting a fabulous event

[Verve @GroupVerve]

What a night! 👏

Did you miss #WeAreLive?! Not to worry - you can catch up on all of the fun here 👇

#VerveIsLive

https://t.co/D9duoX4TK7

[Verve @GroupVerve]

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

[Digital Wealth Systems @Digi_Wealth]

@GroupVerve @ApricityComply @SecclTech @FintegrateUK @VisibleCapital @elensoftware @AdviserCloud @IntellifloLtd We cannot wait 🥳🥳

[Digital Wealth Systems @Digi_Wealth]

Join us next week with @GroupVerve
#VerveAreLive #fintech #FinancialServices

[Verve @GroupVerve]

One. Week. To. Go. 🎙️🥳🥂🙌 #VerveAreLive

@ApricityComply @SecclTech @FintegrateUK @VisibleCapital @elensoftware @AdviserCloud @IntellifloLtd @Digi_Wealth

Join us on here: https://t.co/kEv0k26oRe

#Fintech #Technology #FinancialServices

[Digital Wealth Systems @Digi_Wealth]

Our team will be joining @GroupVerve for their live event, sign up below to see what we have been working on
#fintech #adviceforall #wealthtech

[Verve @GroupVerve]

Guess who's back with a new live event...

#VerveAreLive 🎙️ https://t.co/qUNTp1CVb2

[Digital Wealth Systems @Digi_Wealth]

A very informative session this morning. P1 Investments are our DFM on platform, you can sign up below to their Free Monthly CPD webinars.

[P1 Investment @p1investment]

"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 https://t.co/TPa03mjbOF

[Digital Wealth Systems @Digi_Wealth]

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’ https://t.co/1IpKntFiGB

#fintech #wealthtech #adviceforall

[Digital Wealth Systems @Digi_Wealth]

Having a simplified advice process and innovative tech will enable you to support the next generation in their journey

[Tom Orchard @Tom_Orchard]

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

[Digital Wealth Systems @Digi_Wealth]

@Tom_Orchard @SecclTech @thelangcat @Tom_Orchard if you would like to have a look a @Digi_Wealth we can show you the cool stuff we have built using @SecclTech API's

[Digital Wealth Systems @Digi_Wealth]

Through automation of recommendations, reconciliation and review we think we can help adviser firms increase their capacity - https://t.co/w96xciRxdm

https://t.co/Ojqk08gxrF

[@octomembers @octomembers]

New on the app: Kenneth Lamont of @uk_morningstar writes about ‘Choosing the Right Sustainable Fund’ Via https://t.co/2CTgp57fHt #forpractitioners

[P1 Investment @p1investment]

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.

https://t.co/KJfcDG7jqz