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d1g1t Named Portfolio Management Category Winner at the Thirteenth Annual Family Wealth Report Awards 2026 - The Wealth Management Platform Your Clients Wish You Had.

d1g1t Named Portfolio Management Category Winner at the Thirteenth Annual Family Wealth Report Awards 2026

May 5, 2026

Family Wealth Report honours firms helping shape the future of family wealth management through technology, operational strength, and measurable client impact.

Toronto, ON – May 5, 2026 – d1g1t, leading enterprise wealthtech provider servicing the North American family office and family wealth industry, has been selected as a winner in the Portfolio Management category at the Thirteenth Family Wealth Report Awards 2026 program. This recognition marks the second consecutive year d1g1t has received this honor, following its win in the same category in 2025.

The annual Family Wealth Report Awards honor the most innovative and outstanding firms, teams, and individuals serving North America’s family offices, family wealth managers, and trusted advisor communities.

This repeat recognition underscores d1g1t’s continued strength in portfolio management technology for firms serving high-net-worth and ultra-high-net-worth clients. d1g1t’s enterprise wealth management platform replaces the patchwork of legacy systems with a single integrated solution for portfolio management, reporting, trading, billing, compliance, and client engagement.

Powered by an institutional-grade performance and risk analytics engine, the platform embeds real-time advanced analytics within advisor workflows. For multi-family offices (MFOs), managing the sophisticated and evolving needs of multi-generational families demands more than traditional tools can offer. The d1g1t enterprise wealth management platform is purpose-built for delivering real-time intelligence and operational efficiency that enables MFOs to manage total client wealth in one place. The platform aggregates data across multiple custodians, incorporates off-book assets, and provides robust analysis and reporting on private equity investment

“Earning this recognition for the second consecutive year affirms what we hear from advisors every day that they are navigating greater portfolio complexity and rising client expectations. At d1g1t, we’re committed to delivering a platform that unifies data, analytics, and workflows so advisors can focus on what matters most: delivering better client outcomes,” said Dan Rosen, CEO & Co-founder of d1g1t.

Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report, extended his congratulations to all winners: “I extend my sincere congratulations and best wishes to all of this year’s winners and highly commended firms. They are all worthy recipients who now join the global elite of Family Wealth Report Award winners — the very best in wealth management today.”

Winners and highly commended companies were announced on April 30, 2026 at the gala dinner 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, Marketing
d1g1t
tracy.staniland@d1g1t.com

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