Wealthdigital powered by Desk Caddie (formerly Desk Caddie):
Keeping up-to-date can be difficult and time consuming. Knowing where to go for reliable answers when you need them is critical.
wealthdigital (powered by Desk Caddie) provides a quick and easy solution for businesses of all sizes. And its unique Goals-based Strategy Planning Tool has the power to strengthen client relationships as it helps you identify their most important goals then determine how to best achieve them.
wealthdigital is an advice tool that is constantly updated by leading industry experts. So as a subscriber, you’re always in touch with the current rules, the steps for implementing strategies and tips for building your business.
It is a technical library, a compliance tool and a business-building opportunity all at your fingertips. And because it’s online, it provides access 24 hours a day, seven days a week.
Desk Caddie, the core of wealthdigital, has a history of more than 15 years in supporting financial advisers and our team is constantly updating and improving the content. It is currently accessed widely within the financial services industry.