What Our Clients Say
Darie Urbanky, President & COO, CI Financial
Som Seif, CEO, Purpose Financial
The d1g1t Enterprise Wealth Management Platform empowers financial advisory firms to scale up the high-value, human services that sets them apart in an increasingly digital world
Struggling To Attract New Clients?Integrate households’ wealth management life cycle by connecting individual’s risk tolerances, funding plans and financial goals into an automated investment strategy that demonstrably maximizes the probability of achieving success.
Can You Manage Your Client’s Entire Portfolio?Our on-demand institutional-grade analytics and risk management tools, covering all asset classes, including off book assets, private equity, and alternatives, allow advisors to take the conversations with their clients to another level.
Is Your Firm Attracting New, High Performing Advisors?Make technology a differentiator by offering advisors a seamlessly integrated desktop with modern client digital tools and institutional-grade analytics, offered through easy to navigate workflows.
A Great Client Experience Starts With A Great Advisor Experience
It’s all about optimizing the client advisor engagement, providing full transparency and exceeding client expectations.Why Choose d1g1t
d1g1t is more than just a reporting platform
d1g1t provides advisors with all the information they need at their fingertips to take the conversation with clients to a different level… and increase engagement
- Demonstrate your distinctive value to sophisticated, unique, and demanding clients.
- Monitor and manage complex client portfolios with a broad range of holdings.
- Leverage technology to improve operations, compliance, and the client experience.
- Fully integrated risk management tools assure clients investments and objectives are always aligned.