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d1g1t’s CEO Dan Rosen was a keynote speaker at the 16th edition of the ARPM Quant Bootcamp on August 4th.
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"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 ThinkAdvisor
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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.
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"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.
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Certification Validates d1g1t as a Trusted and Secure Technology for Users and Provides Assurance that Effective Controls Are in Place to Safeguard Data.
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Andrew Aziz writes in Wealth Solutions Report how depending on who you want to believe, the nation faces a severe retirement crisis, or the hand-wringing is much to do about nothing.
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Earlier in the year we announced the addition of three U.S.-Based Senior Leaders to the d1g1t team. We are very fortunate to have onboard Sales veteran Tate Haymond, formerly of Nasdaq Asset Owner Solutions, as Chief Revenue Officer; Silicon Valley technology leader and software entrepreneur David Karchmer, as Chief Technology Officer; and Engagement expert Dianna Heideman, formerly of Envestnet Inc, as Vice President of Client Experience.
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Additions Demonstrate Toronto-Based Enterprise Wealth Management Fintech's Commitment to Expanding Throughout North America as Company Enjoys Another Year of Significant Growth
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Amid the current market volatility, advisers should recognize that using value-at-risk models to assess portfolio risk is not a foolproof approach.
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