In wealth management, personalization is the foundation of a strong client relationship. Delivering that level of service across a growing, diverse book of business, however, poses a real challenge for advisory firms. A recent d1g1t webinar unpacked how an all-in-one wealth management platform powered by an institutional-grade analytics and risk engine is removing the complexity from personalization at scale.

Solving the Personalization Challenge

Investors now expect tailored insights, intuitive digital experiences, and immediate access to their investment portfolios. As Benoit Fleury, d1g1t’s Chief Product Officer and Co-founder, emphasized, today’s investors are not waiting for firms to catch up. If their experience feels outdated, they will look elsewhere. Legacy technology is often not equipped to meet those expectations.

Firms regularly encounter roadblocks such as disconnected systems, inefficient interfaces, or manual processes that make meaningful engagement difficult. Even basic tasks like producing reports, sharing documents, or tracking client activity can become resource-intensive, particularly when personalization is handled on a one-off basis.

d1g1t’s approach addresses these issues with a platform that centralizes the advisory experience. It brings together investment insights, compliance tools, and communication workflows, all powered by a single, real-time analytics engine.

A Platform That Supports Both the Advisor and the Investor

During the webinar, the d1g1t team made it clear: a strong client experience begins with a strong advisor experience. The d1g1t platform goes beyond investor tools like the client portal and mobile app. It equips advisors with institutional-grade tools to manage their business, portfolios, and communication all in one place.

Advisors gain access to dashboards that highlight performance trends, track at-risk accounts, and surface key insights. Customizable views and advanced analytics support functions such as forecasting, exposure analysis, and risk monitoring. These tools are designed to be used without relying on external systems or fragmented workflows.

Investors and advisors always see the same numbers, since both sides of the platform run on the same analytics engine. This alignment eliminates confusion and ensures consistency in conversations.

Real-time, Context-rich Personalization

Meaningful personalization goes beyond “Good Morning William”. It requires timely, relevant insights delivered in a way that reflects the client’s needs and preferences.

The d1g1t wealth management platform supports this through targeted content sharing, advisor-curated portfolio views, and secure, two-way document sharing. Whether it’s a strategy performance chart, a quarterly newsletter or a single document, advisors can push specific content to clients with minimal effort.

Mobile engagement is built into this process. Clients can use biometric login to access the same information they see on desktop, all from a white-labeled native app. This ensures a consistent experience regardless of the access point.

One Source of Truth. Daily Insights.

All functionality in the platform is anchored by a single, real-time data source, enhanced by a robust quantitative library. Advisors and their clients have access to accurate, daily performance and benchmark data. This structure supports transparency, proactive service, and timely decision-making.

Advisors can also review client usage analytics to understand how the portal and mobile app are being used. This data helps shape more relevant engagement and allows firms to refine their communication strategies.

Want to see d1g1t in action?

With a unified wealth management platform like d1g1t, firms can deliver tailored, high-value interactions across their entire client base, without compromising efficiency.

Watch the on-demand webinar to see a live demo of the d1g1t advisor desktop, client portal and mobile app.