Why clear fees, open access, and real-time insight are non-negotiables in today’s advisor-client relationship.

In a financial world cluttered with fine print, complex fee tiers, and hidden agendas, clients are becoming increasingly aware and increasingly skeptical.

At DWS, we believe the foundation of every lasting advisor-client relationship is transparency: open communication, real-time access, and a pricing structure that respects the client’s trust.

Too many platforms still operate with black-box logic and locked-down data. But we’ve built our Integrated Advisor Platform (IAP) to give you and your clients visibility, clarity, and control.

What Transparency Should Actually Look Like

Here’s how we incorporate openness into the day-to-day experience:

• Clear, understandable fee structures

No hidden costs, no platform markups, no surprise line items. Our fees are straightforward, and you stay in control of how your services are priced and explained.

• Client-accessible portals

Clients don’t have to wait for statements to see where they stand. With integrated portals, they get real-time visibility into their investments, financial plans, and performance.

• Custom reporting and shared dashboards

Advisors can tailor what clients see—and how they see it—to support more meaningful, transparent conversations.

• Data belongs to you

You’re never locked out of your own data or client history. No delays. No “access fees.” No games.

 

Trust Is Earned, Not Assumed

Today’s clients are more informed and empowered than ever. And they expect their advisor to be equally transparent—not just in planning and investing, but in how their entire relationship is structured.

With DWS, you can deliver the kind of clarity clients crave without compromising your operational efficiency or independence.

Let’s explore these ideas together.

If transparency and trust are at the core of how you serve, we’d be glad to show you how we integrate that into the core of your platform.