Building Success Through Strategic Partnerships
At d1g1t, we believe that collaboration drives innovation and creates exceptional value for our customers. Our strategic alliances represent carefully cultivated relationships with industry-leading vendors who share our commitment to excellence and customer success. These partnerships are far more than transactional arrangements, they form a vital ecosystem that enhances our offerings, extends our capabilities, and enables us to deliver comprehensive solutions that meet the evolving needs of our customers. Through these collaborative relationships, we combine our wealth management expertise with that of our partners to expand our reach, accelerate innovation, and ensure that our clients benefit from best-in-class products, services, and support. Below, you’ll find a list of our trusted partners.
Working together, our partnership with Conquest Planning provides financial advisors a fully integrated, easy-to-use wealth management solution that addresses all their needs in one place, allowing them to create relevant and meaningful relationships with their clients.
Through the integration with Flyer Financial Technologies, advisors using the d1g1t enterprise wealth management platform can now submit trades through a FIX network for real-time trade execution and allocation across multiple brokers.
Under the terms of the agreement, d1g1t’s portfolio management, trading, reporting, risk and analytics tools will combine with FutureVault’s document retention, compliance and file sharing capabilities. The result will be a best-in-class, seamlessly integrated technology solution, allowing firms and advisors not only to meet their various administrative and compliance responsibilities but better customize a service experience that meets client expectations through d1g1t’s investor-facing mobile app.
Our collaboration with Mako brings together their expertise in digital onboarding, KYC oversight, and operations automation with d1g1t’s institutional-grade analytics engine and unified wealth management platform. Together, d1g1t and Mako will deliver digitally integrated client and advisor portal data, streamline the migration of large books of business, and uphold institutional-grade compliance standards throughout the process.
Synpulse serves as a strategic implementation partner for d1g1t’s award-winning enterprise wealth management platform, leveraging its deep domain expertise and extensive industry network to help wealth management firms modernize their operations.
If you are interested in learning more about the d1g1t enterprise wealth management platform or discussing a potential partnership, please contact us.