Secured at all times
Protection is built into how the platform works, not switched on for some firms and left off for others. Access stays limited to the people a firm authorises, day and night.
DATA PROMISE
Your data stays secure, and stays yours.
A plain commitment about who owns a firm’s data and how we look after it. No conditions, no lock-in.
A new perspective on wealth technology.Backed up at all times
Firm data is copied and stored safely so it can be restored if something goes wrong. Losing data is not an outcome we design for.
The firm owns its data
Digital Wealth Experience does not own the data on the platform. The advisor firm does. It stays theirs while they work with us, and after they stop.
Available whenever you need it
A firm can have its data whenever it asks, in a usable form. We will not hold a firm’s data hostage.
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