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
Intuitive client portal
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Fast, clear valuations
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EASY document sharing
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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
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Digital GIA, Digital ISA & Digital Pension
Paperless, efficient, whole of market
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White labelled reports
Suitability Reports, annual review letters and investment review letters
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Bespoke branding
Keep your own brand and reporting styles to ensure your business is defined by you
Why use Digi?
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Simple & Innovative TECH
Why have two steps to a process when one will do
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24/7 CLIENT PORTAL ACCESS
You choose the brand, domain name and even whether you want an android or ios application
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Automation & Efficiency
Automate your client review process reducing your time and costs using our first class technology
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Bespoke Document Design
White labelled reporting and client specific documents in your brand and tailored to your service
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Track new business
From illustration to application to annual reviews you can keep track of this process through one single platform
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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%
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.