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About Digital Wealth Solutions

The Digital Wealth Solutions app enables you to stay connected with your financial adviser on the go. Join Client Meeting Rooms, send Messages and more. Interested in Digital Wealth Solutions, but not sure if your financial adviser uses it? Ask about Digital Wealth Solutions in your next meeting, a secure financial advisory platform for clients and advisers.

What’s new

Version 1.1.7 · Updated April 30, 2024

Minor improvements

App privacy

The developer, Digital Wealth Solutions Limited, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Name, Email Address, Phone Number, Physical Address
  • User Content: Photos or Videos, Other User Content

Used for: Product Personalization, App Functionality, Other Purposes

Alternatives to Digital Wealth Solutions

Looking for apps like Digital Wealth Solutions? Here are 6 similar apps on the App Store. The highest rated is SOFI (5.0/5), and all 6 are free to download.

Digital Wealth Solutions vs. alternatives
App Rating Price Last updated Compare
Digital Wealth Solutions – Free April 30, 2024
SOFI 5.0 / 5 (1) Free Oct 9, 2026 Compare
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Evoke Vault – Free Apr 6, 2026 Compare
Tweed Wealth – Free Aug 13, 2026 Compare
Kingsway FP – Free Aug 6, 2026 Compare

Compare Digital Wealth Solutions with the top alternatives: ratings, updates, ASO score and keyword gaps →