d1g1t Featured in Financial Times for Innovation in Wealth Management Technology
Financial Times recently featured d1g1t in an article exploring how wealth management technology is reshaping advisory services across Canada. The piece highlights how firms are rethinking traditional models and adopting digital platforms to deliver more responsive, data-driven client experiences.
As client expectations continue to rise, wealth managers are under pressure to move beyond fragmented legacy systems and provide real-time insight, transparency, and more personalized service. At the same time, capabilities once reserved for ultra-high-net-worth investors are becoming accessible to a broader segment of clients, driven by advances in technology.
d1g1t is positioned at the center of this shift. The platform delivers institutional-grade real-time risk analytics and what CEO and Co-founder Dan Rosen describes as “interactive intelligence,” enabling advisors to access and interpret complex data instantly. By integrating performance, risk, trading, compliance, and client reporting into a single wealth management platform, firms can replace disconnected systems with a unified source of truth.
“We joked we were going to build the wealth management platform we wanted our advisers to have,” Rosen said, describing the company’s early vision.
That vision reflects a broader industry need. As highlighted in the article, independent and discretionary wealth firms are increasingly competing with traditional banks by leveraging technology to deliver more agile and personalized services. This shift is accelerating as advisors look for tools that allow them to scale insights across growing client bases while maintaining a high standard of service.
A key differentiator is the ability to work with live data. As Rosen explains, “You want it to be on-demand otherwise you’re working with stale information.” Real-time access enables advisors to move beyond static reporting and provide timely, informed guidance in rapidly changing market conditions.
The article also underscores d1g1t’s continued growth and market adoption. The company ranked 188th on The Americas’ Fastest-Growing Companies 2026 list, achieving a 25.2% compound annual growth rate between 2021 and 2024, with expectations to reach $1 trillion in assets under management on the platform mid 2026.
While digital capabilities are expanding, the role of the advisor remains central. Both Rosen and industry leaders quoted in the article emphasize that technology is not replacing human expertise, but strengthening it. By equipping advisors with deeper insights and more efficient workflows, firms can focus more time on delivering meaningful guidance and building client relationships.
Read the full Financial Times article to learn how d1g1t is supporting firms as they adapt to changing client expectations and industry dynamics.