Wealth Managers Program
Driving Success for Wealth Managers
Stay ahead with innovative services that outpace the competition.
Featured In
Why partner with DGLegacy®?
Single Pane of Glass
Manage digital and traditional assets securely, providing a comprehensive wealth management.
Up-to-Date
Stay updated on your clients’ asset changes for timely, personalized wealth management.
Efficiency
Seamlessly catalog complex, paper, and digital assets, with automation and digitization.
Success for Wealth Managers
Benefits of partnering with us
Innovate with DGLegacy®
Deliver services that go beyond traditional wealth management with DGLegacy®’s core digital features.
Attract digital-native clients with a digital-first solution powered by automation and digitization.
Provide unique wealth management
Stay up-to-date as your clients’ dynamic assets evolve, enabling proactive wealth management.
Get ahead with a single-pane-of-glass overview of your clients’ assets, to create better financial plans and exceed their expectations.
Promote your business
Boost your visibility by partnering with us.
Get featured by DGLegacy®, expand your client base, and capture the attention of new customers.
Generate more revenue
Expand your client base and reach new customer segments.
Achieve efficiency with seamless cataloging of complex, paper, and digital assets through automation and digitization.
Help your clients secure their digital legacy!
Partner with DGLegacy®
Join the DGLegacy® Wealth Managers Program and ensure your clients’ digital and financial assets are protected.
Globally Recognized Excellence
TechCrunch Top 20 Global Startups
DGLegacy® has been recognized as one of the Top 20 Most Innovative Startups Globally at TechCrunch Disrupt 2024, the world’s premier stage for groundbreaking technology and innovation.
This prestigious recognition reflects our dedication to innovation, security, and helping people worldwide with forward-thinking digital legacy planning and inheritance solutions.
Learn more
Frequently asked questions
What is the DGLegacy Partner Program?
The DGLegacy® Partner Program is a collaborative initiative designed to help estate planners, wealth managers, employers, and other professionals enhance their services by integrating DGLegacy’s digital legacy planning and inheritance solutions. As a partner, you gain access to innovative features that support your clients’ needs, while also benefiting from expanded business opportunities and increased client satisfaction.
Is the DGLegacy® Partner Program a global program?
Yes, the DGLegacy® Partner Program is a global initiative. Our platform is designed to cater to partners and clients worldwide, ensuring seamless integration across different countries and jurisdictions. This allows you to serve a diverse client base with confidence, regardless of location.
What are the benefits of the DGLegacy® Partner Program?
As a DGLegacy® Partner, you’ll enjoy:
- Access to innovative features for digital legacy planning and inheritance.
- Opportunities to expand your services and attract new clients.
- Enhanced client satisfaction through secure, efficient, and proactive solutions.
- Dedicated support and training to ensure successful implementation.
- Potential for additional revenue streams through our partnership model.
