d1g1t Recognized as a Top Platform in The Oasis Group’s Peaks Wealth Platform Research Report
Recognized for its analytics-driven platform supporting complex portfolios, d1g1t stands out among leading wealth platforms serving high-net-worth advisory firms.
TORONTO, ON – July 10, 2025 — d1g1t, a leading enterprise wealth management technology company, today announced its inclusion in The Oasis Group’s Peaks Wealth Platform Research Report. The report highlights d1g1t’s institutional-grade enterprise wealth management platform for its advanced analytics risk intelligence, and seamless user experience as key differentiators for firms seeking deeper insight and control over complex portfolios.
The Oasis Group, a leading consultancy for the wealth management industry, conducted a comprehensive evaluation of ten top wealth platforms serving RIAs, Family Offices, as well as High Net Worth (“HNW”) or Ultra High Net Worth (“UHNW”) clientele. d1g1t stood out for its ability to manage multi-entity, multi-asset portfolios with precision. The platform provides real-time transparency, customizable workflows, and integrated support for alternative investments.
Key Takeaways from the Report
- d1g1t differentiates itself through its sophisticated risk and portfolio analytics engine, which enables wealth managers to model, optimize, and communicate complex portfolios with greater clarity and precision.
- The platform’s integrated approach, combining client relationship management, financial planning, performance reporting, and risk assessment, makes it an attractive solution for multi-family offices, private banks, and independent wealth managers aiming to elevate their client experience and advisory process.
- Strong appeal for firms focused on HNW and UHNW clients, with built-in tools to manage private equity, foundations, operating companies, and trust structures alongside personal investment accounts.
- Differentiated by transparency and precision. Embedded compliance, audit trails, and customizable dashboards simplify client communication and oversight.
- Modular, API-first architecture that ensures seamless integration with existing CRMs, trading systems, and financial planning tools.
“Being included in The Oasis Group Research Study affirms our dedication to providing enterprise-level institutional-grade analytics and portfolio oversight capabilities that advisors require and trust,” said Benoit Fleury, Chief Product Officer and Co-founder, d1g1t. “We engineered our technology specifically to address the intricacies faced by advisors and wealth managers serving the unique needs of high-net-worth and ultra-high-net-worth investors with complex portfolios consisting of traditional, liquid, and alternative assets. Our emphasis has always been on helping firms drive operational excellence and revenue growth by delivering a modern digital experience for both the advisor and client.”
Addressing a Changing Industry
In a market shaped by fee compression, demand for real-time insights, and evolving client expectations, d1g1t enables advisors to have data-driven, meaningful conversations with clients. Much more than just reporting, d1g1t is a comprehensive wealth management platform that provides on-demand analytics consistently used across integrated workflows for trading, billing and compliance, and client engagement activities. With our lightning-fast calculation engine and intuitive modern interface, advisors gain instant access to powerful real-time intelligence needed to answer client questions on the fly. The integrated platform’s native support for alternative investments, along with granular household-level modelling, allows advisors to see their clients’ total net worth.
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