Creating an independent bridge between you and your chosen advisor.
Bring your investments and wealth planning out of the dark and into the light.
Everything managed and maintained in one place.
Retirement
Portfolios
Wealth Plan
Investments
Assets
Budget
Dashboards
Compliance
Will
Croak File
Risk Insights
Liabilities
Trust, Quality with Cost efficiency
Facilitate a robust wealth plan with your chosen advisor to create a road map of your investment strategy enabling clarity and peace of mind even during times of market volatility.
Confidence through Simplicity
D2L provides tools to help understanding and simplification of the investment process giving you clarity and confidence to understand and obtain the correct solution from your chosen advisor.
Independence
D2L provides you with identifiable points for engagement with your advisor and enables ownership of your wealth plan and data
Flexibility and Transparency
Bring your investments out of the dark and into the light is what we stand for. D2L enables advisors and their clients to create flexible and transparent wealth plans in one simple, easy to manage platform.
Access to independent financial advisors and wealth planners
Looking for an independent financial advisor to help with your wealth planning? We include a complete directory of advisors using our platform which you can connect with and link to your D2L account.
