Recognized for innovation in portfolio management technology for Multi-Family Offices

TORONTO, March 30, 2026 – d1g1t, a leading enterprise wealthtech provider serving the North American family office and family wealth industry, has been named a finalist in the Portfolio Management category at the Thirteenth Annual Family Wealth Report Awards 2026.

The annual Family Wealth Report Awards recognize innovation and excellence among firms, teams, and individuals serving North America’s family office, family wealth, and trusted advisor communities.

d1g1t helps Multi-Family Offices transition to a digital business model through its enterprise wealth management platform, which replaces the patchwork of legacy systems with a single integrated solution for portfolio management, reporting, trading, billing, compliance, and client engagement activities.

Powered by an institutional-grade performance and risk analytics engine, the platform embeds real-time analytics within advisor workflows. It simplifies portfolio construction, reporting, trading and rebalancing while supporting bulk trading and seamless communication of trade orders with brokers and custodians.

d1g1t won the Portfolio Management category at the 2025 Family Wealth Report Awards, highlighting the continued industry recognition of its platform and innovation in wealth management technology.

Commenting on the recognition, Tate Haymond, Chief Revenue Officer, d1g1t, said: “We are honored to be recognized as a finalist in the Portfolio Management category at the 2026 Family Wealth Report Awards. Our platform is designed to help Multi-Family Offices, manage the complex structures of High-Net-Worth and Ultra-High-Net-Worth families including partial ownership, off book and alternative assets, elevate the client experience, and provide advisors with real-time intelligence.”

Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, congratulated this year’s finalists: “Every entrant has undergone a rigorous and truly independent judging process, and each should be justly proud of their achievement. Reaching this stage is a clear testament to the quality and impact of their work within the family wealth sector.”

Winners will be announced on April 30, 2026, at the awards gala held at the Mandarin Oriental Hotel in Manhattan, New York.

About Clearview Financial Media Ltd (“Clearview”)

Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community.

Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.

Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.

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 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.

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