We are excited to announce that d1g1t has been named a finalist in three categories for the prestigious 2024 Family Wealth Report Awards: Client Communications, Consolidated Reporting, and Portfolio Management.
The Family Wealth Report Awards are a significant recognition in the wealth management industry, with a distinguished panel of judges from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience selecting finalists from a competitive field. Our platform’s nomination in three categories validates our mission to provide wealth advisors with the tools they need to deliver a modern digital experience to their clients.
d1g1t is the leading Institutional-grade Wealth Management Platform used by Advisors, Multi-family Offices, RIAs, and Broker-Dealers. It enables firms to elevate the quality of their advice and demonstrate its value to clients. The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that manages the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy to use by the entire firm. Much more than a reporting platform, d1g1t equips financial client-facing advisors, back-office teams, and senior management with operational efficiencies and the powerful intelligence they need in real-time.
The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the world’s top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.
Finalists are selected based on entrants’ submissions and their response to questions across a range of qualitative and quantitative criteria and performance metrics. The judging process is rigorous and independent. Winners will be announced May 2, 2024, at the Eleventh Annual Family Wealth Report Gala at the Mandarin Oriental in New York City.
