Advisor-centric support designed around your goals, not our template.

Every advisory practice is different. And yet, too many platforms still treat them the same with rigid service tiers, mandatory transitions, and templated growth models that rarely fit the realities of an independent firm.

At DWS, we’ve taken a different approach.

We believe in custom-fit solutions—not because it’s a marketing line, but because it’s the only way to genuinely support advisors across different stages, specialties, and business models.

Built Around Your Practice, Not Ours

Whether you’re a solo advisor looking to streamline operations or a multi-partner firm preparing for the next phase of growth, we tailor our support to match your structure, preferences, and goals.

Here’s how that plays out:

Modular service options

Choose the support you need—portfolio management, trading, compliance workflows, marketing tools, or all of the above. Nothing is forced.

Tech that fits your stack

We integrate with the tools you already use, such as CRMs, planning software, and custodians, so you’re not rebuilding your business just to join ours.

Flexible engagement models

Need full-service back office support? Great. Prefer a light-touch, advisor-controlled model? We can do that too.

Collaborative onboarding and ongoing support

We take the time to understand your client experience, your brand, and your goals, so everything we provide is aligned with your vision.

We Fit into Your Practice—Not the Other Way Around

This is what advisor-centric support actually looks like. Not a platform that demands conformity, but one that adapts to what makes you unique.

We’re here to help you run a better business, without asking you to change who you are to do it.

Want to see how this could work for you?

We’re happy to walk you through our platform and approach and hear more about what you’re building.