The latest episode of the FusionPower Podcast Series features Tate Haymond, Chief Revenue Officer of d1g1t, in discussion with Nicholas Gregory, Founder and Managing Partner of The Wealth Engineering Family of Companies.
Tate discussed the significant benefits d1g1t brings to wealth advisory firms catering to high-net-worth and ultra-high-net-worth clients. d1g1t equips advisors with technology to enhance their advisory services, providing them with all the necessary information to successfully manage portfolios and offer quality advice. He discussed several key features that the platform helps advisors with, including creating a better client-advisor experience, more effectively handling client portfolios, and helping executives manage their business with an enterprise view.
For modern wealth advisory firms, it’s essential to differentiate and expand their business to compete with Wall Street giants. Leveraging advanced wealth tech allows firms to gain a competitive advantage while providing the personal attention investors are looking for.
Listen to the full FusionPower episode for more insight into how the d1g1t wealth management platform empowers advisors to elevate their business.