d1g1t Addresses Challenges Faced by Today’s Investment Advisor
d1g1t was founded to empower wealth managers to transition to a business model driven by institutional grade analytics, risk management, operational efficiencies and a single, integrated view of the client’s wealth.
Scale Up the High-Value Services That Set You Apart in an Increasingly Digital World
Create more engaging, meaningful client conversations by utilizing up-to-date information and custom dashboards that allow you to answer questions on the fly. Our wealth management platform offers interactive portfolio tracking, efficient portfolio construction, and automatic rebalancing to align clients' risk tolerance, goals, investment mandates, and actual portfolios across multiple accounts and legal entities.
$150B+ AUM | 100,000+ accounts | 50,000+ clients | 1,000+ Advisor Users
1,000+ Advisor Users
Works With Existing Technology
White Labeled & Scalable
Diverse Portfolio Management
Single, Integrated, Enterprise Platform
Easy, Non-Disruptive Transition
Clients Are Expecting More From Wealth Managers
d1g1t was developed by the strongest financial engineering team in the industry. We understand wealth and risk management technology and the everyday challenges faced by advisors. Learn more about why d1g1t was created and how it’s revolutionizing the wealth management market.Learn More