What Our Clients Say
Som Seif, CEO, Purpose Financial
Darie Urbanky, President & COO, CI Financial
Learn How d1g1t Can Impact Your Business
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 ServeOur clients include:
- High-net-worth to Ultra-high-net-worth Advisory Firms and Multi-family Offices
- RIA’s and Independent Advisors
- Custodians, Broker-Dealers, 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.
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.
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.
