WealthManagement.com recognizes the firms and solutions driving transformation in wealth management through forward-looking technology.

Toronto, ON – June 05, 2025 – d1g1t, a leading wealth management technology company, announced today that it has been named a finalist in the 2025 Wealth Management.com Industry Awards (the “Wealthies”) in the Rebalancing category.

This recognition affirms d1g1t’s leadership in portfolio rebalancing, powered by its advanced UMA Trading Framework. The UMA Framework empowers firms to consolidate and manage complex portfolios within a single account structure, supporting model-based rebalancing across multiple sleeves while meeting specific client preferences. As part of d1g1t’s broader platform, the UMA Framework allows portfolio managers to execute precise investment strategies at scale, optimize cash and tax management, and significantly reduce operational overhead.

“This award acknowledges the strategic investment we’ve made in redefining portfolio rebalancing,” said Benoit Fleury, Chief Product Officer and Co-founder, d1g1t. “Being named a finalist affirms our commitment to equipping advisory firms with purpose-built tools that make sophisticated investment management simpler, more accurate, and more personal. We’re grateful to our clients for their trust and proud to see our work recognized by WealthManagement.com.”

Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4th.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

With this recognition, d1g1t reinforces its leadership in wealth management technology, delivering a fully integrated, institutional-grade platform that helps advisors manage complex portfolios with transparency, scale, and precision. The platform drives operational efficiency while improving the client experience, enabling advisors to focus more time on relationships and strategic decision-making.

For more information on d1g1t’s enterprise wealth management platform, visit the website or contact our team.

About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

About d1g1t

d1g1t is a leading wealth management technology company that helps RIAs, Multi-family offices, Broker Dealers, Custodians, 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, Marketing
d1g1t
tracy.staniland@d1g1t.com