Frequently Asked Questions

Our award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with an integrated platform that drives scale and operational efficiencies across the organization. Powered by an institutional-grade performance and risk engine, d1g1t provides on-demand analytics consistently used across integrated workflows for reporting, billing, trading, compliance, and client engagement activities. d1g1t enables firms to elevate the quality of their advice and demonstrate its value to clients.

d1g1t was founded by Dr. Dan Rosen, Philippe Rouanet, and Benoit Fleury in 2017.  Our founders have been building advanced risk and portfolio management technology for over 30 years, across the banking, institutional buy-side and retail market segments.

Our leadership team is comprised of serial software entrepreneurs, world-renowned Quants, wealth industry veterans and experienced senior leaders. For more details and bios, visit Meet the Team. 

Please visit our careers webpage to see a listing of open positions. 

Yes, d1g1t is a SaaS-based enterprise wealth management platform. 

d1g1t is a comprehensive enterprise wealth management platform that covers key aspects of the wealth management life cycle and includes the following modules:

• Data Management

Data aggregation and centralization from multiple sources. Single source of truth for security reference data, corporate actions, and market data feeds.

• Portfolio Administration

Numerical reconciliation, performance and risk calculations.

• Client Advisory  

The client management desktop enables advisors to easily prepare for client meetings and monitor client portfolios. Advisors can analyze and review clients’ portfolios in real time using institutional grade analytics and powerful simulation tools. Users can take notes, mark critical life events. They can also emulate client portal.

• Reporting

Business reporting, client reporting, and trading activity confirmations. Produce personalized client statements and comprehensive regulatory/tax reports using a highly distributed reporting infrastructure.

• Model Management

Manage model portfolios and blended benchmarks in a centralized location. Create and share your models with others and seamlessly integrate them within your trading and reporting workflows.

• Portfolio Management – Trading and Rebalancing

Conduct single and bulk trading operations efficiently. Rebalance portfolios using intuitive workflows and execute your trades efficiently via FIX protocols.

• Portfolio Compliance

Track portfolio allocation, concentration and risk breaches in real-time. 

• Document Management

Centralize vital documents in a secure vault. Seamlessly publish documents to your client portal and mobile apps.

• Billing

Simplify the calculation of management fees using a powerful multi-currency fee engine that supports complex schedules and payment terms.

• Digital Investor Tools 

The interactive, white labeled client portal and native mobile app (iOS/Android) enables firms to promote their brand (advisor photos, contact details and more), keep clients engaged, and elevate their client service. Firms can provide clients with 24/7 access to their portfolio and two-way sharing of documents such as news articles, statements, etc.

For more information about the features and functionality for each module, visit our platform page. 

Typically, advisors, client administrators, portfolio managers, wealth managers, and compliance officers as well as senior level executives use the d1g1t platform to manage clients, portfolios, and the business. 

d1g1t is a modern wealth management platform that delivers the best user experience through a combination of sophisticated analytics and easy to use interface. More than a reporting tool, it covers the entire advisory life cycle and is supported by the best financial engineering team in the industry. 

Below are some key differentiators:

1. Unparalleled User Experience for Advisors and Clients

d1g1t delivers the most advanced, interactive platform in the market, allowing advisors to access critical insights and analytics in real-time. With a fully integrated client portal and mobile app, the platform offers the best digital experience that enables meaningful, on-the-fly engagement. Advisors are equipped to respond to client inquiries instantly, backed by analytics that are both powerful and easy to interpret. 

2. Comprehensive Enterprise Platform for End-to-End Wealth Management

d1g1t serves as a central hub bringing together the management of clients, portfolios, and the business in one platform. Designed to be used by everyone in the firm, from advisors to senior management, the platform covers key aspects of the wealth management lifecycle. An enterprise-level dashboard provides real-time visibility into key organizational metrics, allowing leadership to monitor performance and make informed decisions quickly. d1g1t enhances productivity, making it easier for firms to deliver high-quality service at scale.

3. Advanced Analytics Embedded into Advisor Workflows

With a powerful institutional-grade analytics and risk engine, d1g1t empowers advisors with insights into performance, exposures, risk, and scenario-based analytics. This capability allows firms to provide a full, accurate picture of clients’ total wealth, including off-book assets and private equity investments, through versatile reporting and real-time data aggregation from multiple custodians.

4. Modern, Modular Architecture

d1g1t’s platform is built with a modular, open API-based architecture that supports seamless integration with other systems, scalability, and the ability to activate new modules effortlessly. This flexibility enables firms to connect to third-party applications as needed with minimal disruption. With single sign-on capabilities and a modern infrastructure, d1g1t allows firms to optimize workflows and scale efficiently without compromising on performance.

5. Built by a World-Class Financial Engineering Team

The d1g1t platform is the product of a highly experienced financial engineering team with deep expertise in finance, technology, and operations. Our team has designed and implemented complex systems at leading investment banks, asset managers, stock exchanges, and wealth management firms.

Please contact our support team at support@d1g1t.com

Yes, existing clients use d1g1t as their investment Book of Record.

Yes, d1g1t is available in English and French. 

Yes, the platform supports multi-currency.  Exposure, performance and risk analytics can be generated in any currency on-the-fly.  

Yes, d1g1t is integrated with multiple custodians and works in a multi-custodian configuration.

Yes, d1g1t supports complex household structures, multi-asset portfolios, and the inclusion of both traditional and alternative investments.  We specialize in alternative investments (Private equity), derivatives (options, futures) and offer a variety of way of measuring exposure and returns user client selected basis. d1g1t can measure total net worth and estate values as it supports held-away assets, personal assets (real estate, artwork, classic car collection, etc.), liabilities, and life insurance policies.

No. d1g1t is not a financial institution, we are a wealth management technology company. 

Yes. Each user has access to an overview of their book of business, including aggregate performance, money flows, asset allocation changes and more. These views can be filtered many ways, including by rep code, discretionary status, team assignment and many more attributes. Furthermore, book-wide views can be created for advisors to slice and dice their book of business on analytics, and rolled up at any level required.

The d1g1t wealth management platform integrates with multiple third-party applications such as CRM solutions (e.g., Salesforce), financial planning software (e.g., Conquest) and more. The platform is built on a network of APIs that makes it easy for third party applications to integrate by calling our APIs.

We can permission views and documents by user. For example, for households, the patriarch of the household might be able to see every account within a household, however, the children can only see their own individual account statements. 

Yes, our batch reporting module supports bulk runs, such as quarterly statements, year-end tax reporting, etc. Our distributed computing infrastructure allows us to parallelize the report generation process.  For more details on our reporting solution, visit our reporting webpage.

Yes. The advisor platform is available over the web and is optimized for a desktop presentation.

Yes. d1g1t supports complex household structures, multi-asset portfolios, and the inclusion of both traditional and alternative investments such as real-estate holdings, car collections, foundations, etc.

Yes. d1g1t offers a comprehensive, highly configurable, white-labeled investor portal and native mobile app (iOS/Android). The portal is based on the same database and analytics as the advisor portal. Views from the advisor portal can be shared by system administrators to investors on the fly, which ensures that advisors and investors look at the same up-to-date information.