TRUST
AI Practice Growth System For Advisors & Brokers

Your Practice Is Bleeding Leads
While Your Advisors
Wing It Alone.

The Problem Is Systemic. The Fix Is Too.

Robo-advisors and digital-first firms are eating your market share because they have one unified AI system behind every advisor. Digime App gives your entire practice that same infrastructure — CRM, AI automation, lead flow, ads, and brand consistency — built, deployed, and managed for you.

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3×
avg. lead volume
increase in 90 days
48h
from onboarding
to live system
100%
done-for-you
management
Client Referrals
+34 referrals
this quarter
Top Advisor
David K.
142 clients · $18M AUM
Google Rating
4.9 ★
+41 reviews this quarter
Digime App — Practice Command Center Live
Premier Wealth · 6 Advisors Q1 2026
Total Leads
0
↑ 31%
Deals Active
0
↑ 18%
Pipeline $
$0M
↑ $1.2M
Avg Response
47s
↓ 97%
Advisor Performance
Agent
Leads
Deals
Vol.
Status
S
David K.
34
22
$4.2M
Top
M
Lisa R.
28
17
$3.1M
Rising
P
Sam W.
21
14
$2.8M
Active
R
James T.
11
6
$1.1M
Needs AI
Referral Volume · 8 Weeks +340% growth
AI Insight
01
Your Clients Should Be Referring — But Nobody Asks
Your advisors are juggling different tools, sending inconsistent communications, and following up manually — or not at all. There's no unified client experience, no shared CRM, no referral system. You're running separate practices under one roof, not one firm.
83% of clients would refer but only 29% are ever asked
02
Your Online Reputation Doesn't Match Your Expertise
Robo-advisors and large wealth platforms like Betterment and Vanguard Digital have massive marketing budgets behind every advisor touchpoint. Your practice is competing with a spreadsheet and hope. Speed, automation, and unified data give them the edge — every time.
Advisors with 50+ reviews get 3× more prospect inquiries
03
Client Lifecycle Touchpoints Are Manual
Birthday reminders, policy renewal follow-ups, annual review scheduling — all done manually or not at all. You're spending thousands on lead gen but losing existing clients to neglect. Nobody's tracking touchpoints in one place. That's revenue leaking daily.
Automated touchpoints retain 94% of clients vs. 67% manual
The Digime Growth System

One AI System.
Every Client. Every Referral. Automated.

We replace manual client management with one AI referral and retention system — built, managed, and optimized for financial professionals.

01
Client Lifecycle CRM — From Prospect to Lifelong Client
Every advisor's prospects, clients, and AUM pipeline in one command center. Assign leads by advisor, track conversion rates across your team, see who's performing and who needs support — in real time. No more guessing how your practice is actually doing.
Pipeline TrackingClient ProfilesLifecycle StagesAUM Analytics
5×
referral rate increase with automated asks
02
Automated Referral System — Clients Refer on Autopilot
Every inquiry gets an AI response within 60 seconds — personalised, branded to each advisor, and intelligent. Your senior partner and your newest associate both deliver the same elite speed. No lead falls through because an advisor was in a client meeting.
Post-Meeting TriggersReferral Ask SequencesSMS + EmailMulti-Touch
5×
referral rate with automated ask sequences
03
Compliant Review Collection — Build Trust at Scale
After every client meeting or milestone, your system automatically requests a Google review — SEC/FINRA compliance-friendly language, multi-platform distribution, and full tracking. Build a dominant online reputation systematically. The advisor with 3× the reviews wins the prospect before the first call.
Post-Meeting AsksMulti-PlatformCompliance-SafeReview Dashboard
40%
more reviews in first 90 days
04
Lifecycle Touchpoints — Never Miss an Opportunity
Top advisors join firms that feed them prospects and give them tools. Digime gives every advisor on your team a personal CRM, AI follow-up, and branded landing page — making you the most tech-equipped practice in your market. Attract and retain better talent.
Birthday WishesPolicy RenewalsAnniversary NotesCheck-In Calls
94%
client retention with automated touchpoints
05
Pipeline Management — See Every Opportunity
Track every prospect from first touch to AUM conversion. Lead scoring, automated follow-up rules, and visual pipeline views give you complete visibility into your practice's growth. Know exactly which prospects are ready to convert and which need nurturing.
Lead ScoringFollow-Up RulesAUM TrackingPipeline View
$80K+
avg. client LTV protected with automation
06
Professional Landing Pages — Convert Prospects Online
Retirement planning, wealth management, and specialty service pages built for your firm's brand — with each advisor's own URL, credentials, and contact info. Deploy in 48 hours. All on-brand. All conversion-optimised. All managed centrally so your firm looks elite everywhere.
Trust SignalsCredential DisplayCFP/CFA BadgesLead Capture
3×
more inbound leads with professional pages
Competitive Edge

Why Advisors Choose
Digime Over the Alternatives

Feature / Capability Digime App DIY Stack Franchise Tech
Unified practice CRM (all advisors)✓Partial✓
AI lead follow-up in <60 seconds✓✕Partial
Per-advisor branded landing pages✓✕Limited
Full attribution — source to close✓✕✕
Fully managed (not self-serve)✓✕✕
Google & Meta ad management✓Extra cost✕
Automated Google review system✓✕Partial
No franchise fees or profit splits✓✓✕
Live in 48 hours✓✕✕
Month-to-month, no lock-in✓✓✕
Practice Onboarding

Your Entire Practice.
Live in 14 Days.

We handle the full technical build. Your advisors get onboarded, trained, and producing — without your team touching a single tool.

01
Free Strategy Session
We review your current lead sources, CRM, ad spend, advisor follow-up performance, and brand consistency. You get a detailed gap analysis and growth roadmap at no cost.
02
Custom System Build
We configure your practice CRM, build per-advisor landing pages, connect all lead sources, set up AI sequences, and launch your ad campaigns — all within 14 days.
03
Advisor Onboarding
Every advisor on your team gets a 30-minute Digime onboarding session. CRM access, mobile app, personal dashboard, and branded materials — all set up by us.
04
Ongoing Management
Monthly strategy calls, performance reports, ad optimisation, and system updates. Your practice's marketing operates 24/7 — our team is accountable for every result.
Practice Results

Financial Professionals Who
Changed How They Grow

★★★★★

"We had 6 advisors all using different tools, no consistency, and no way to see who was performing. Digime built us one system in two weeks. Prospect volume went up 3× and we can finally see our practice's real numbers."

Robert C.
Managing Partner · Premier Wealth · 6 Advisors
3× prospect volume in 60 days
★★★★★

"I was losing advisors to larger RIA firms because we couldn't compete on technology. Digime gives every advisor their own AI follow-up and CRM. Two advisors have already re-joined us after seeing what we now offer."

Diana P.
Operations Director · Meridian Wealth · 22 Advisors
+2 advisor re-recruits in 3 months
★★★★★

"We were spending $8k/month on lead gen platforms with no idea which prospects became clients. Digime connected the entire funnel — source to AUM. We cut wasted spend by 40% and redirected to Google ads that actually convert."

Marcus & Jennifer T.
Co-Founders · Summit Financial Partners · 14 Advisors
40% reduction in wasted ad spend
Practice Pricing

Built for Your Practice Size.
Priced for Real ROI.

All plans include full setup, advisor onboarding, and ongoing management. No per-advisor seat fees on base plans.

Boutique Practice
$1,997/mo
For independent practices with 1–5 advisors ready to centralise their marketing and stop losing prospects.
  • Practice CRM — up to 5 advisors
  • AI prospect follow-up (all advisors)
  • Firm + 5 advisor landing pages
  • Meeting follow-up + review automation
  • Monthly performance report
  • 30-day money-back guarantee
Get Started
Most Popular
Growing Practice
$3,497/mo
For practices with 6–20 advisors ready to dominate their local market and systematically out-compete large wealth platforms.
  • Everything in Boutique
  • Practice CRM — up to 20 advisors
  • Google + Meta ads management
  • Full attribution dashboard
  • 12-month prospect nurture sequences
  • Bi-weekly strategy calls
Scale My Practice →
Market Dominator
Custom
For firms with 20+ advisors, multi-office practices, and regional RIAs ready to fully own their market.
  • Unlimited advisors + offices
  • Custom AI advisor training
  • Multi-market CRM configuration
  • Dedicated account strategist
  • Weekly calls + priority support
  • Recruitment & retention toolkit
Request Proposal

Ad spend billed separately at cost. All plans include full onboarding + advisor setup. Cancel with 30 days notice. TCPA-compliant.

FAQ

Questions from
Business Owners
Like You

Straight answers. No pitch. No spin.

Book Free Strategy Session
How does Digime handle advisors who already use tools like Redtail or Wealthbox?
We integrate with most existing platforms — or we migrate advisors into our white-label CRM that includes everything they were using, plus AI automation they didn't have. We make the transition smooth. The average advisor is onboarded in 30 minutes.
We have 20+ advisors. Can you onboard the whole team?
Yes — that's what our Growing Practice and Market Dominator plans are built for. We've onboarded firms with up to 60 advisors. We run group onboarding sessions, create per-advisor dashboards, and set up each advisor's personalised landing page and AI sequences.
How does prospect distribution work across advisors?
You control the rules. Prospects can be round-robined, assigned by territory, by AUM range, or by advisor specialty. The AI then follows up on behalf of whichever advisor is assigned. You see every prospect, every assignment, and every response in the practice dashboard.
What if an advisor leaves the firm?
All data stays with your firm — not the advisor. Prospects, clients, and conversations are yours. We can reassign that advisor's pipeline to another advisor within minutes. You never lose a prospect because an advisor left.
Can you show us the ROI before we commit?
Yes. Our free practice audit includes a projected ROI model based on your current prospect volume, advisor count, and average AUM per client. Most practices see projected payback in 30–45 days. We also offer a 30-day money-back guarantee if you're not satisfied.
Free Strategy Session

Get Your Free
Practice Growth Audit

We'll analyse your current advisor performance, prospect flow, ad spend, and brand consistency — then deliver a custom roadmap showing exactly how to scale your practice with AI. Free. No pitch. No pressure.

Full Practice Live in 14 Days
Every advisor onboarded, every system connected. You don't touch a single tool.
30-Day Money-Back Guarantee
Not satisfied after 30 days? Full refund. We stand behind every practice we onboard.
No Franchise Fees or Profit Splits
Flat monthly investment. Your commissions stay yours. Always.

Book My Free Strategy Session

We respond within 2 hours. Calendar link sent immediately.

TCPA-compliant · Confidential · 30-day guarantee · No contracts

The Market Won't Wait

While You're Reading This,
A Tech-Enabled RIA
Just Won Another Client.

The practices that scale in the next 18 months will be the ones with AI infrastructure behind every advisor. Book your free audit and find out exactly what it takes to be one of them.

Get My Free Strategy Session See the System
Free practice audit · no pitch
Full team live in 14 days
30-day money-back guarantee
No platform fees · no AUM splits