Your brand, your style, your service
A time-efficient recommendation process, all completed in one place and saved directly to the client.
Our Digital GIA, Digital ISA & Digital Pension enable efficient reconciliation
Investments and Pensions set up digitally through the client portal. Confirmation and direct payments all through the portal. No paperwork, no delay.
MIFID II reviews in your brand, wording and style delivered through our Microsoft Office Plugins
This is music to advisers ears, automatic review reminders and letters created, reducing all the time stress of Mifid II reporting.
HOW IT WORKS
Intuitive client portal
Fast, clear valuations
EASY document sharing
SECURE 2 way messaging
Wraps tailored to your process
Digital GIA, Digital ISA & Digital Pension
Paperless, efficient, whole of market
White labelled reports
Suitability Reports, annual review letters and investment review letters
Keep your own brand and reporting styles to ensure your business is defined by you
Why use Digi?
Simple & Innovative TECH
Why have two steps to a process when one will do
24/7 CLIENT PORTAL ACCESS
You choose the brand, domain name and even whether you want an android or ios application
Automation & Efficiency
Automate your client review process reducing your time and costs using our first class technology
Bespoke Document Design
White labelled reporting and client specific documents in your brand and tailored to your service
Track new business
From illustration to application to annual reviews you can keep track of this process through one single platform
Digital advice system for IFAs
Centralised Investment Proposition for all your investors with the added bonus of an integrated review process
Simple pricing that enables you to compete
When it comes to price we like to keep it simple which is why we have opted to charge a single fee for all of our services:
DFM Service, Tax Wrappers and Technology – 0.35%
Portfolio OCF From – 0.08%
Example IFA Fee – 0.5%
Total OCF – 0.93%
Try us out
Why not contact us and try our service, we are committed to further developments and would love to hear your views on what you would like to see next.