Recognized for Delivering an Enterprise Wealth Management Platform That Streamlines Operations and Strengthens Client Relationships at Scale

Toronto, ON – September 17, 2026 – d1g1t, a leading wealthtech provider, announced today that it has been named a 2026 5-Star Technology Provider by InvestmentNews, a distinguished roundup highlighting the most innovative technologies serving the wealth management industry.

InvestmentNews’ 5-Star Technology 2026 report highlights solutions that help financial professionals work more efficiently, serve clients effectively and adapt to changing market requirements. The report considers technology across areas including portfolio management, data and analytics, financial planning and other specialized financial services applications.

d1g1t was recognized for its enterprise wealth management platform, which supports advisors managing complex portfolios and serving high-net-worth and ultra-high-net-worth clients. The platform brings together institutional-grade performance and risk analytics, real-time portfolio insights, and integrated AI-optimized workflows across reporting, billing, trading, compliance and client engagement.

“Recognition from InvestmentNews reflects our continued focus on helping wealth management firms manage complexity with greater clarity and efficiency,” said Dr. Dan Rosen, CEO and Co-founder of d1g1t. “Advisors need real-time portfolio intelligence, strong risk capabilities and connected workflows to deliver the level of service their clients expect. We have built d1g1t around those requirements.”

As wealth management firms continue to replace fragmented legacy systems, integrated platforms that connect data, analytics, and operational workflows are becoming increasingly important. d1g1t’s multi-asset class, multi-currency platform enables firms to consolidate key wealth management functions within a single platform, managing traditional and alternative investments including private equity and off-book assets for a complete net worth picture in one centralized location. Along with the ability to also manage complex, multi-account, multi-generational households, giving firms the power to support even the most sophisticated investment strategies from one unified platform.

This milestone comes amid a period of accelerating enterprise-wide adoption and technological expansion for d1g1t. In July, d1g1t announced its MCP Server, which connects its enterprise platform to general-purpose AI tools like Claude, allowing advisors to work with live, governed data through natural language supporting use cases ranging from meeting preparation and portfolio analysis to reporting, onboarding, and compliance monitoring. This launch reflects d1g1t’s ongoing investment in technology shaping the future of advisory work and establishes the foundation for its broader AI roadmap, with the company expecting to continue investing in services and capabilities that help wealth managers leverage agentic AI across portfolio management, reporting, onboarding, and client engagement.

See the full list of 5-star technology providers here.

About d1g1t

d1g1t is a leading wealth management technology provider that helps RIAs, Multi-family offices, Broker Dealers, Custodians, and Bank Advisor Networks transition to a digital business model. Our award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with an integrated platform that drives scale and operational efficiencies across the organization. Powered by an institutional-grade performance and risk engine, d1g1t provides on-demand analytics consistently used across integrated AI-optimized workflows for reporting, billing, trading, compliance, and client engagement activities. d1g1t provides advisors and their clients with the best digital experience available in the market, enabling firms to elevate the quality of their advice and demonstrate its value to clients. Learn more at www.d1g1t.com.

About InvestmentNews

InvestmentNews is a leading source of news, analysis and insights for financial advisors and wealth management professionals. Through its news coverage, research, events and multimedia platforms, InvestmentNews provides information and resources that help financial professionals make informed decisions and grow their businesses.

Media Contact: 
Tracy Staniland
Vice President of Marketing
d1g1t
E: tracy.staniland@d1g1t.com