The Wealth
Management
Platform Your Clients
Wish You Had.

d1g1t provides an unparalleled end-to-end platform to run a modern advisory business which enables advisors to manage much bigger books more efficiently. Advisors and business leaders can now manage their business in real-time through business intelligence and continuity reports, advisors can focus on value-added activities, and their families and clients can get full transparency through an integrated client experience and modern reporting.

Our long-standing partnership with d1g1t has transformed our operations and is providing the scale we need to continue growing the CI Wealth Canada business. The d1g1t platform streamlines our entire workflow across client advisory, portfolio management, reporting, and client engagement — giving our advisors significantly more time and deeper insights for meaningful client interactions. d1g1t’s Version 6.0 is a true game-changer, delivering on-demand analytics that give us full confidence in every client communication, as well as the operational efficiencies that enable us to deliver investment solutions with speed and precision.

With d1g1t we have complete visibility across our business and can easily manage clients and portfolios in one place. The corporate dashboard has become mission critical for us. I can view our entire book of business and see real-time performance across all families, understand how we’re protecting wealth during market volatility while capturing upside opportunities, and break down gains between income generation and market appreciation.