Leading Enterprise Wealth Management Platform

d1g1t equips client-facing financial advisors with powerful intelligence and reporting they need in real-time, back-office teams with operational efficiencies, and senior management with a full picture on investments and the entire business.

What Our Clients Say

“d1g1t provides an unparalleled end-to-end platform to run a modern advisory business which enables advisors to manage much bigger books more efficiently. Advisors and business leaders can now manage their business in real-time through business intelligence and continuity reports, advisors can focus on value added activities, and their families and clients can get full transparency through an integrated client experience and modern reporting.
Som Seif

Som Seif, CEO, Purpose Financial

“[It’s] imperative to have technology that not only streamlines the implementation process but elevates the experience for advisors and their clients... d1g1t augments our capabilities to do all those things.
Darie Urbanky

Darie Urbanky, President & COO, CI Financial

Learn How d1g1t Can Impact Your Business

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For too long, Financial Advisors have been underserved by their siloed tech stacks, lagging behind investment banks and institutional investors. The new generation of Wealth Management technology can help advisors show their clients they can handle everything that is relevant to their overall financial situation, gain scale, and differentiate their high-value practice.

Who We Serve

Our clients include:

  • High-net-worth to Ultra-high-net-worth Advisory Firms and Multi-family Offices
  • RIA’s and Independent Advisors
  • Custodians, Broker-Sealers, and RIA Aggregators
  • Enterprise, Bank, Wealth Management, and Advisory Business

Powered by Institutional-Grade Analytics & Risk Management Tools, d1g1t Enables Firms To Elevate the Quality of Their Advice & Demonstrate Its Value to Clients.

Attract new clients

Offer the best client experience in the market to your sophisticated and demanding clients, showcasing your firm’s unique value proposition and outperforming your competition.

Manage your client’s entire portfolio

Provide advisory and portfolio management teams with all the information they need at their fingertips to handle everything that is relevant to their clients’ overall financial situation, with powerful analytics covering all traded assets, private equity and alternatives, off-book assets, multi-currency holdings, etc.

Bring onboard new high-performing advisors

Make your tech stack a differentiator by giving your advisors an integrated digital platform, paced with seamless workflows and operational efficiencies to manage efficiently their clients’ investments and their entire business.

A great client experience starts with a great Advisor experience.

It’s all about exceeding client expectations, providing full transparency, optimizing ongoing client advisor engagement.

Why Choose d1g1t

Much More Than Just Reporting

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, including PE alts, off-book assets, and multi-currency.
  • Leverage technology to improve operations, compliance, and the client experience.
  • Fully integrated risk management tools ensure the client’s investments and objectives are always aligned.
Discover Our Platform

Financial Engineering At Its Best

  • Built by a team with decades of experience developing enterprise risk and portfolio management systems for the leading banks, institutional asset managers, hedge funds and regulators across the globe.
  • In collaboration with leading wealth management firms.
  • Backed by top FinTech investors and VCs.
Meet The Team

Learn How d1g1t Can Impact Your Business

Email us at getintouch@d1g1t.com or fill out the form below and we'll be in touch with you shortly!

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