Recognized for Delivering Institutional-Grade Technology for Complex Portfolios

Toronto, ON – March 16, 2026 – d1g1t, a leading enterprise wealthtech provider serving investment advisors, advisory firms, and banks, today announced it has been named Best Institutional-Grade Wealth Management Platform 2026 North America in the Corporate Vision Technology Excellence Awards. The program recognizes organizations delivering meaningful technological contributions across their industries.

The CV Technology Excellence Awards honour companies and entrepreneurs redefining industries and setting new standards for technological advancement. Winners are selected through Corporate Vision’s independent, merit-based evaluation process, which assesses organizations based on their contributions and impact within their sector.

d1g1t received the award for its enterprise wealth management platform built to support advisors managing complex portfolios and serving high-net-worth and ultra-high-net-worth clients. The platform brings together performance and advanced risk analytics, real-time portfolio insights, and integrated workflows across reporting, billing, trading, compliance, and client engagement.

By consolidating these capabilities into one unified platform, d1g1t enables advisory firms and financial institutions to manage sophisticated investment strategies while maintaining clear oversight of portfolio performance and risk. The platform also provides native support for alternative investments such as private equity and hedge funds, allowing advisors to analyze diversified portfolios with greater precision.

“We appreciate the recognition from Corporate Vision,” said Dr. Dan Rosen, CEO and Co-founder of d1g1t. “Advisors are under pressure to manage increasingly complex portfolios while providing clients with timely and transparent reporting. Our platform was built to give advisors the analytics, risk intelligence, and integrated workflows they need to serve high-net-worth clients with confidence.”

Wealth management firms are placing greater emphasis on integrated technology platforms as they respond to rising client expectations, expanded use of alternative investments, and growing regulatory oversight. Systems that unify data, analytics, and operational workflows allow firms to reduce manual processes while giving advisors clearer insight into portfolio risk and performance.

The Corporate Vision Technology Excellence Awards highlight organizations applying technology to improve how businesses operate across a range of industries. d1g1t’s recognition reflects its continued work supporting advisory firms and financial institutions with a platform designed for the demands of modern wealth management.

Firms interested in learning more about the d1g1t enterprise wealth management platform can visit www.d1g1t.com.

About d1g1t

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

About Corporate Vision

Corporate Vision is a digital platform that provides business insights, industry analysis, and recognition programs focused on corporate leadership, technology, and operational excellence. Through its research-led awards programs and editorial coverage, Corporate Vision highlights organizations and professionals making measurable contributions within their industries.

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