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How to Help Nervous Clients Now

"Technology platforms with a forward-looking focus can enable a much more dynamic and meaningful advisor-client engagement, particularly in times when nerves are frayed", writes Andrew Aziz in ThinkAdvisorMore

For d1g1t, Private Equity is Never an Afterthought

d1g1t’s enterprise wealth management platform provides advisors with the tools to manage, analyze, track and report on private equity investments individually, or as a part of a multi-asset class portfolio. Contact us to learn more. More

Why Most RIAs Can’t Handle Private Equity

"In an environment where more and more investors are showing an interest in private equity, having separate wealth management and private equity platforms is likely to create problems" writes Andrew Aziz for FA Online.More