How AI Is Reshaping the Advisor Workflow

Ready to Put AI to Work Across Your Advisory Practice?

Explore how d1g1t has embedded AI directly into advisory workflows, giving advisors a live, governed assistant that works across every household. In this 45-minute webinar, you’ll see how AI helps reduce time spent on preparation, reporting, portfolio analysis, and onboarding, allowing advisors to focus more on client relationships while maintaining full compliance controls and auditability.

What You’ll Learn

See how d1g1t helps advisors use AI to:

✔ Generate daily morning briefings that combine upcoming meetings, firm-wide activity, and household-level insights
✔ Create on-demand client reports and forward-looking growth projections from live data using a single request
✔ Accelerate portfolio analysis and optimization, including drift monitoring, exposure analysis, risk assessment, rebalancing, and tax-loss harvesting
✔ Streamline client onboarding workflows
✔ Access natural language insights directly within d1g1t
✔ Connect LLM models to d1g1t’s MCP to produce morning briefings and ad-hoc reports
✔ Build interactive applications that connect to d1g1t for portfolio optimization, off-balance-sheet asset management, and other advisor workflows
✔ Use d1g1t AI as a personal Chief of Staff that helps surface information when and where it is needed

Presented By

Benoit Fleury Chief Product Officer and Co-founder, d1g1t	Laleh Samii Financial Engineer, Innovation, d1g1t Inc.

Who Should Attend?

This session is designed for RIAs, wealth management firms, multi-family offices, independent advisors, wealth management executives, advisors, and portfolio managers looking to reduce manual work and improve advisor workflows.

Ready to take the next step?

If you’d like to see how d1g1t can drive operational efficiencies and personalization at scale, we’d love to connect.