d1g1t: Financial Advisors Continue to Be Irreplaceable – WealthTech Club
In this interview with WealthTech Club, d1g1t’s CEO Dr. Dan Rosen unveils the history of the company, its current focus, and discussed various industry trends.More
Stay up to date with d1g1t...
d1g1t and Conquest Planning Announce Strategic Partnership to Integrate Offerings
Companies Team to Provide Top Analytics and Risk Tools with Leading Financial Planning Solutions to Financial Service Firms, Creating a Best of Breed Tech Solution
Top Canadian Wealth Management Firm Investment Planning Counsel is First to Leverage Partnership
More
Top Canadian Wealth Management Firm Investment Planning Counsel is First to Leverage Partnership
More
d1g1t Announces Strong Growth
Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy
The Company Also Announces its Platform is Now Fully Live for KJ Harrison, a Prominent Wealth Management Firm in CanadaMore
The Company Also Announces its Platform is Now Fully Live for KJ Harrison, a Prominent Wealth Management Firm in CanadaMore
Wealth Management Firms Failing at WealthTech to Support High Net Worth Segment?
In a new article new article in Digital Wealth News, Andrew Aziz writes how independent advisory firms are facing increased urgency to deliver their financial advisors wealthtech that better serves the complex needs of high-net-worth investors.More
Canadian Invasion: Toronto-Based FinTech Wealth Management Platform Continues Expansion in America – Digital Wealth News
In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.More
Planning, Risk Assessment and Investment Management as One – WealthManagement.com
Andrew Aziz discusses how advisors more than ever require better integration of goals-based planning, behavioral finance and investment management.More
First Issue of the d1g1tal Newsletter – December 2020
Welcome to the d1g1tal Newsletter, where we will keep you, the d1g1t community, apprised of recent news and exciting developments at d1g1t and we share a forum to exchange ideas.More
Private Client Resources (PCR) and d1g1t Form Strategic Alliance to Deliver Integrated Solution to Wealth Management Firms with Worldwide Reach
Partnership Brings Together Best-of-Breed Data Aggregation Solution, and Institutional-Grade Portfolio and Client Management Platform for High-Net and Ultra-High-Net Worth Advisors and Multi-Family OfficesMore
Build Your Digital Toolkit Like It’s a Fintech Smartphone
Despite the sophistication of today’s tech offerings, many firms and advisers face an uphill battle in building an integrated tech stack that provides everything they need.More
CI Financial and d1g1t Inc. Expand Strategic Alliance to Drive Accelerated Growth Across North America and Globally
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform
Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial
More
Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial
More