Delivering Financial Advice with Institutional-Grade Analytics

Give Advisors Trusted Intelligence When Client Questions Cannot Wait

Financial advisors need fast answers to increasingly complex portfolio questions, but fragmented systems, inconsistent performance data and rigid reporting structures can get in the way.

As firms adopt AI, the quality of the underlying data and analytics becomes even more important. Watch this on-demand webinar to see how an integrated wealth management platform with institutional-grade wealth management analytics can support more consistent portfolio analysis, advisor intelligence and AI-enabled workflows.

What You’ll Learn

Learn how firms are:

✔ Delivering trusted, consistent performance and analytics at every level, from individual positions and sleeves to dynamically constructed views like IA code or firm-wide rollups — the same granular, reliable data layer that AI applications depend on
✔ Replacing fragmented, siloed systems with a single source of truth, so AI tools are working from one accurate picture instead of reconciling conflicting numbers
✔ Expanding beyond basic performance shortcuts to support advanced methodologies, including derivatives, private equity, PMEs, and factor analysis
✔ Reducing operational overhead by eliminating rigid, hardcoded workflows and bespoke account structures
✔ Moving beyond batch cycles with targeted, on-demand intra-day updates that keep client portfolio views — and any AI insights built on top of them — current

Presented By

Benoit Fleury Chief Product Officer and Co-founder, d1g1t	Jovan Nedelikovic Vice President, Financial Engineering, d1g1t	Graham Gill Principal Financial Engineer, d1g1t

Who Should Watch?

This session is designed for:

• Wealth management advisors
• Chief Operating Officers
• Chief Technology Officers
• Director of Analytics
• Analytics and Reporting Managers
• Other senior executives responsible for the platforms, data, and analytics that shape advisor productivity and the client experience

Ready to take the next step?

If you’d like to see how d1g1t can support your team with trusted, consistent analytics and AI-enabled workflows, we’d love to connect.