As 2025 comes to a close, we’re reflecting on a year defined by acceleration, scale, and deeper advisor-client connectivity. From major product releases and strategic partnerships to industry recognition and client expansion, d1g1t continued to deliver on its mission to help wealth management firms operate with greater insight, efficiency, and impact. Here are some of the key milestones that shaped this year.

2025 Highlights at a Glance

• Strategic Partnership with RBC Wealth Management Marks Milestone in Scale and Growth
  d1g1t was selected by RBC Wealth Management to enhance its technology infrastructure with institutional-grade analytics and a superior advisor-client experience. RBC also led a new investment round in d1g1t to accelerate product development and expand growth across the U.S. market.
• d1g1t 6.0 Release: Platform Acceleration and Enhanced Advisor-Client Experience
  d1g1t re-engineered its core architecture to deliver lightning-fast processing, scalability for millions of accounts, and a seamless user experience across all digital touchpoints. The latest enhancements boost operational efficiency and client engagement with contextual analytics, advanced cash and trade management, and enriched contact management capabilities.
• d1g1t Version 5.1: Streamlining Operations, Customization, and Client Experience
  This release delivered powerful new features across trading, billing, reporting, and financial planning, including enhanced goals management, trading suspensions, and French localization. Firms also gained full control over branding across all touchpoints, while advisors benefited from tools that increased efficiency and personalization at scale.
• Oxford Financial Group Adopts d1g1t to Power Scalable Reporting and Client-Centric Digital Experience
  One of the largest independent RIAs in the U.S., Oxford selected d1g1t to streamline multi-account aggregation, enhance real-time analytics, and deliver a personalized digital experience tailored for ultra-high-net-worth clients.
• Northern Light Wealth Selects d1g1t to Power Scalable, Client-Centric Growth
  The Calgary-based firm deployed d1g1t to streamline operations, ensure regulatory compliance, and deliver a personalized, purpose-driven wealth management experience.
• d1g1t and Mako Partner to Deliver Fully Digital Client-Onboarding and Portfolio Management Workflows
  This strategic partnership combines Mako’s workflow automation and onboarding tools with d1g1t’s performance analytics and wealth management platform, enabling firms to streamline client operations, reduce manual processes, and accelerate advisor productivity across the client lifecycle.
• d1g1t and Synpulse Partner to Accelerate Digital Transformation for Wealth Firms
  Through this strategic partnership, Synpulse will serve as a key implementation partner, helping d1g1t clients scale faster with streamlined deployments, operational consulting, and deeper support for enterprise modernization initiatives.
• Executive Thought Leadership Featured Across Top Industry Media
  d1g1t leaders were featured across prominent publications and podcasts in 2025, including Acclaim Magazine, #PULSEPoint Podcast, the RIA Channel, RBC Capital Markets, and the In the Money podcast, sharing insights on portfolio intelligence, advisor enablement, and the future of wealthtech.
• Educational Webinars Support Advisor Growth and Scalable Personalization
  d1g1t hosted two webinars in 2025; one on delivering personalized client experiences at scale using advanced analytics and real-time intelligence, and another focused on helping advisors optimize rebalancing workflows to improve efficiency in portfolio management.

Celebration of Industry Awards and Recognitions
This year, d1g1t received prestigious accolades, reflecting our commitment to excellence in wealth management technology:

• Gartner® Market Guide Recognition: Included in the 2024 Market Guide for All-in-One Advisor Platforms for delivering a unified, enterprise-grade solution that supports advisor workflows and enhances the digital client experience.
• The Globe and Mail’s Top Growing Companies: Ranked among Canada’s fastest-growing companies with 96% revenue growth, recognizing d1g1t’s impact in transforming wealth management through advanced, advisor-centric technology.
• WealthTech100 List: Named one of the world’s most innovative WealthTech companies for the third consecutive year, recognizing d1g1t’s continued impact on digital transformation in wealth management.
• Family Wealth Report Awards 2025: Winner in the Portfolio Management category, recognized for delivering institutional-grade portfolio management, real-time analytics, and efficient workflows for multi-family offices.
• WealthBriefing WealthTech Americas Awards: Winner in the Family Office Solution category for leadership in wealth management technology and client-centric innovation.
• The Oasis Group Peaks Research Report: Recognized as a top platform for complex portfolio management, highlighting d1g1t’s analytics-driven architecture, HNW/UHNW capabilities, and seamless advisor-client experience.
• Wealth Professional 5-Star Wealth Tech Provider: Ranked among Canada’s Top 30 Wealth Tech firms for the fourth consecutive year, recognized for delivering cutting-edge solutions that address the evolving needs of modern wealth management.
• WealthManagement.com Industry Awards Finalist: Named a finalist in the Rebalancing category for the 2025 Wealthies, recognizing d1g1t’s UMA Trading Framework and its role in simplifying complex portfolio management at scale.

Looking ahead to 2026, we remain committed to equipping firms with the tools to grow, adapt, and deliver excellence in an evolving landscape. Thank you to our clients, partners, and team for making 2025 a year of momentum and progress. We’re excited for what’s next.