Recommend

Your brand, your style, your service

A time-efficient recommendation process, all completed in one place and saved directly to the client.

Reconcile

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.

Review

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

Providing a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. These expertly managed investment solutions are delivered at a competitive cost, with a proven track record and they are independently assessed and risk-rated portfolios. Delivered by an experienced and award winning team
Using the latest technology to deliver an Investment Platform to support IFA’s in the delivery of service – making advice under the current legislative processes affordable for all
A traditional ‘wrap’ platform combined with our advanced white labelling and reporting toolkits ensures you deliver a service in your style and to your standards
Find out more

Intuitive client portal

  • Fast, clear valuations

    Fast, clear valuations

  • EASY document sharing

    EASY document sharing

  • SECURE 2 way messaging

    SECURE 2 way messaging

With a comprehensive set of risk rated models managed by my team on a daily basis we love that financial planners are free to be on the right side of the table with the client – analysing how well we have performed rather than justifying their own investment choices

– Will Dickson, Head of Investments

Our platform aims to offer everything an IFA would need to recommend investments to a client as well as undertake efficient reviews – covering Mifid II and wider client issues in a few clicks and for a simple fee

– Clare Beswick, Head of Sales

Our technology provides the firm with their own client portal, in their own branding, on their own domain name.  We are happy to configure recommendation and review reports to their own writing style and brand also which combined with our document sharing, two way messaging and open connectivity should remove some of the friction usually in place when giving financial advice

– Lucy Burton, Head of Product

Wraps tailored to your process

  • Digital GIA, Digital ISA & Digital Pension

    Digital GIA, Digital ISA & Digital Pension

    Paperless, efficient, whole of market

  • White labelled reports

    White labelled reports

    Suitability Reports, annual review letters and investment review letters

  • Bespoke branding

    Bespoke branding

    Keep your own brand and reporting styles to ensure your business is defined by you

Why use Digi?

  • Simple  & Innovative TECH

    Simple & Innovative TECH

    Why have two steps to a process when one will do

  • 24/7 CLIENT PORTAL ACCESS

    24/7 CLIENT PORTAL ACCESS

    You choose the brand, domain name and even whether you want an android or ios application

  • Automation & Efficiency

    Automation & Efficiency

    Automate your client review process reducing your time and costs using our first class technology

  • Bespoke Document Design

    Bespoke Document Design

    White labelled reporting and client specific documents in your brand and tailored to your service

  • Track new business

    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

    Digital advice system for IFAs

    Centralised Investment Proposition for all your investors with the added bonus of an integrated review process

PRICING

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%

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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.