Digital Wealth Solutions vs Asite CDE Mobile

The Digital Wealth Solutions app enables you to stay connected with your financial adviser on the go. Join Client Meeting Rooms, send Messages and more. Interested in Digital Wealth Solutions, but not sure if your financial adviser uses it? Ask about Digital Wealth Solutions in your next meeting, a secure financial advisory platform for clients and advisers.

Asite CDE brings all your CDE documents to your mobile device so you can access them on-site. You get online and offline access both on phones and tablets. Project teams can efficiently view their CDE files, compare files and revisions, comment and The Asite Platform and Asite CDE work hand-in-hand to guarantee that all changes are seamlessly and automatically synchronized with the Asite Common Data Environment (CDE). Key Features include: - Simplistic and easy-to-navigate user interface - Access to CDE module to comment, mark-up drawings, and change task statuses in just a couple of taps - View, create and comment on files in an offline environment - Full audit trail of all communications and changes