CUSTOMERS
The d1g1t enterprise wealth management platform is used by thousands of advisors and private wealth managers at leading firms to manage key aspects of the wealth management lifecycle.
OUR VALUED CUSTOMERS
Used by Top Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks.
Who We Work With
Multi-Family Offices and Advisory Firms
Meet the needs of sophisticated high-net-worth and ultra-high net-worth investors with native support for multi-assets, multi-currency, complex household structures, private equity, alternatives, derivatives, off-book assets and complete net worth.
RIA’s & Independent Advisors
Provide your clients with modern, digital tools that are fully integrated with an enterprise platform used by everyone across the firm enhancing operational efficiency and productivity.
Custodians, Broker-Dealers & RIA Aggregators
Make technology a differentiator by offering a seamlessly integrated advisor desktop to your member firms that with modern client digital tools and institutional-grade analytics, offered through easy to navigate packages of functionality.
Bank Private Wealth
Fully integrate d1g1t into your technology ecosystem, leveraging your best data repository to offer your clients truly holistic advice.
“We’re excited about leveraging d1g1t’s capabilities to enhance our advisor and client experience. The platform brings together advanced analytics, and real-time insights. This is a clear demonstration of our continued investments in cutting-edge technology infrastructure to help deliver a best-in-class client experience.”
Portfolio Management Firm Elevates Client-Facing Services & Operational Efficiencies with d1g1t
“The household hierarchy makes it easy for us to view the holdings of an entire household, drill down to view specific household members and provide family members with their own unique, personalized view. The flexibility of the platform and the fast calculation engine enables us and our clients to view and execute “what if” scenarios and analysis in real-time.”
– Claire Hunt, Portfolio Manager and Co-Owner, First Atlantic Private Wealth
What Customers Say About Using Our Wealth Management Platform
“We are delighted to partner with d1g1t, which has quickly established a reputation throughout North America for being a trusted, reliable and innovative technology partner to wealth management businesses of all sizes. While we considered many other providers, it was clear d1g1t’s platform was the right choice, with its unique tools and capabilities allowing us to continue to give firms and advisors the best opportunity to meet the ever-changing needs of today’s increasingly sophisticated investors.”
“At Oxford, we are committed to modernizing our technology stack in ways that deliver both scale and efficiency, while directly enhancing the client experience. Partnering with d1g1t allows us to streamline reporting and portfolio management, reduce the friction of data management, and provide a more interactive and insightful digital experience for our clients. This investment positions the firm to meet the growing expectations of families across generations, while equipping our advisors to focus on what matters most, delivering bespoke wealth strategies and sustaining the trusted relationships that define Oxford.”
“One of the things that attracted us to d1g1t was how the team considered client households when building their solution – they took a top-down, holistic approach. That’s similar to the way that Crestone Capital views serving wealthy families, whose financial situation tends to be complex.”