d1g1t Wealth Management Platform

d1g1t is more than just a reporting platform.
It allows advisors to elevate the client experience & increase engagement.

By providing advisors with all the information they need at their fingertips, advisors take the conversation with their clients to a different level.

	Manage clients Create comprehensive plans & views of your clients’ overall wealth. Integrate the full investor story; your clients’ risk profiles, goals, IPS’s, and investment accounts. Provide clients with comprehensive reporting & a modern digital experience through a modern client portal and mobile app.
	Manage portfolios Provide full coverage and analytics for multi-asset class and multi-currency portfolios. Offer model portfolio tracking and extensive portfolio construction and bulk trading. Integrate & manage funds consistently with full look-through and liquidity capabilities.
	Manage the business Aggregate diverse data sources including custodians, brokers, funds and off-book assets. Work efficiently through a seamless, intuitive workflow & integrated portfolio management. Manage the business with a common platform used by everyone in the firm: senior management, compliance, client teams, and portfolio managers.