Whether you have 10 clients or 10,000, D2L is the smart platform for growth
Save time with automated workflows and improve efficiency and performance
All your clients managed and maintained in one place.
Retirement
Portfolios
Wealth Plan
Investments
Assets
Budget
Dashboards
Compliance
Will
Croak File
Risk Insights
Liabilities
The strong foundation for your successful financial advisory business
Capture data in one place, the rest is all automated. D2L provides a single data entry collection point and automatic form completion for independent financial advisors, individuals and service providers.
Build Long-Lasting Relationships With Your Clients
Manage your client base in one place, from the earliest stages of wealth planning to long lasting relationships. D2L creates a dedicated space for each of your clients with quick access to common actions such as generating consolidated valuations and adding new clients.
Automated and independent cloud based workflow system
Having a fully automated cloud based system allows you to focus on what you do best — providing financial advice and a wealth planning strategy, from the convenience of your desktop, tablet or phone.
Keep your finger on the pulse of your business
Business and client data at your fingertips. The D2L platform provides visual cues that indicate areas that either need attention, are in progress, or in good health.
Consistency and Good Advice
D2L provides a dynamic, constantly developing wealth platform and tools based on sound investment principles that enable auditable and efficient investment plans to be developed by advisors. Collaborative research library, automated currency calculations, drawdown reports, Cloud storage, investment terminology and insights ensure that everything is captured and accessible.
