Calgary-based firm deploys d1g1t’s platform to enable scalability, compliance, and personalized client experiences

TORONTO, May 13, 2025 – d1g1t announced today that Northern Light Wealth Inc., an innovative wealth management firm with a unique approach to client philanthropy, has deployed d1g1t’s institutional-grade enterprise wealth management platform to support the firm’s high-touch, planning-led approach to discretionary portfolio management. Based in Calgary, Alberta, and registered in Alberta, British Columbia, and Saskatchewan, Northern Light selected d1g1t to provide a comprehensive foundation for delivering a digitally integrated, compliant, and purpose-driven wealth management experience.

d1g1t’s platform will support Northern Light’s daily operations across performance reporting, portfolio management including trading and rebalancing, compliance, billing, and client engagement activities. It will also function as the firm’s Investment Book of Record (IBOR), to meet regulatory requirements and internal oversight protocols aligned with Canadian securities regulations, support data accuracy and operational consistency across the firm, and to establish industry best practices across multiple jurisdictions. Integration with Fidelity Clearing Canada via FIX ensures seamless trading execution through a direct file transfer, enhancing speed, accuracy, and compliance readiness.

Northern Light, designed to serve a finite number of high-net-worth households while encouraging clients to do good with their wealth, selected d1g1t for its intuitive user interface, comprehensive integrated capabilities, API-driven architecture, and the financial engineering strength behind the platform. The platform will drive operational efficiencies, scale with Northern Light’s business growth, and enhance the advisor – client experience through advanced analytics and streamlined workflows.

“Client experience is of the utmost importance to us. We knew exactly what we needed to deliver a differentiated client experience, and recognized early that d1g1t could meet and exceed those expectations, enabling us to gain a competitive advantage while delivering a modern, sophisticated client experience.” said Garth McIntosh, Co-founding Partner at Northern Light Wealth Inc. “We were impressed with d1g1t’s user interface, advanced analytics, client portal and native mobile application.”

“We surveyed the market and d1g1t emerged as the clear leader amongst its peer group,” added Devan Legare, Co-founding Partner at Northern Light Wealth Inc. “The platform’s capabilities exceeded our expectations across the board, from sleeving and benchmarking to trading and billing. We are excited for the future and to have d1g1t as an integral part of our infrastructure. The depth, experience, and expertise of the d1g1t team gave us confidence that they would be the right partner as we grow. The platform supports our collaboration with external professionals—lawyers, accountants, and trustees—by making data access and reporting more efficient and secure.”

The decision to implement d1g1t’s technology also reflects an understanding of the demands facing modern wealth firms. Advisors require platforms that are not only secure and compliant but also intuitive and scalable. Northern Light valued d1g1t’s API integration-first approach, as well as the team’s depth and responsiveness throughout the selection and implementation process.

“We’re proud to be part of Northern Light’s journey. Northern Light exemplifies the forward-thinking wealth management firm that understands the value of having the right technology backbone,” said Tate Haymond, Chief Revenue Officer, d1g1t. “Our goal is to help Northern Light deliver a differentiating client experience that helps them stand out in a crowded marketplace. Northern Light’s approach—blending technology with fiduciary responsibility—is representative of a modern portfolio management model that values transparency and long-term alignment.”

About Northern Light Wealth Inc.
Northern Light Wealth Inc. is a Portfolio Manager registered in Alberta, British Columbia, and Saskatchewan. Operating under the Wealth Concierge™ brand, the firm provides discretionary investment management, financial planning, and risk management services. Northern Light was founded with a unique philosophy—supporting clients in aligning their wealth with positive impact. For more information, visit: https://wealthconcierge.ca.

About d1g1t

d1g1t is a leading wealth management technology company that helps RIAs, Multi-family offices, Broker Dealers, and Bank Advisor Networks transition to a digital business model. Our award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with an integrated platform that drives scale and operational efficiencies across the organization. Powered by an institutional-grade performance and risk engine, d1g1t provides on-demand analytics consistently used across integrated workflows for reporting, billing, trading, compliance, and client engagement activities. d1g1t provides advisors and their clients with the best digital experience available in the market, enabling firms to elevate the quality of their advice and demonstrate its value to clients.

Learn more at www.d1g1t.com.

Media Contact:
Tracy Staniland
Vice President of Marketing
d1g1t
E: tracy.staniland@d1g1t.com