How Advanced Analytics and Real-time Portfolio Intelligence Deliver Personalization at Scale

Watch the on-demand webinar to explore how d1g1t is transforming client management through institutional-grade analytics and real-time portfolio insights. Discover how the d1g1t enterprise wealth management platform empowers advisors with 24/7 access to comprehensive portfolio analysis, powerful simulation tools, and enriched data management features that drive superior client outcomes and operational efficiency.

In today’s competitive market, delivering exceptional high-quality client service requires more than traditional portfolio management. Our team will demonstrate how d1g1t’s platform enables advisors to provide immediate, data-driven responses to client inquiries while streamlining compliance, trading, and reporting workflows. You’ll see how technology can transform your firm’s ability to deliver hyper-personalized, informed financial advice at scale.

Watch the webinar to learn how d1g1t enables advisors to:

• Deliver an exceptional digital client experience – see our client portal and mobile app in action
• Activate users and share content in real-time
• Gain visibility into how content is being viewed by clients
• Access institutional-grade analytics and real-time portfolio monitoring around the clock
• Track critical milestones with structured Events Management at the account, client, household, or mandate level

Speakers:

Benoit Fleury Chief Product Officer and Co-founder d1g1t	William Chyz Sales Engineer d1g1t

Transform your wealth management practice with technology that leverages institutional-grade analytics to put comprehensive client intelligence at your advisors’ fingertips. d1g1t enables advisors to deliver the personalized, informed service that today’s high-net-worth and ultra-high-net-worth clients demand while streamlining operational workflows.