d1g1t Recognized in the Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms
d1g1t, the leading institutional-grade enterprise wealth management platform, has been recognized in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms.
The comprehensive platform delivers scale and operational efficiencies to Multi-family Offices, RIAs, Broker Dealers, and Bank advisor networks. 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, enabling firms to elevate the quality of their advice and demonstrate its value to clients.
What sets d1g1t apart is its ability to serve as a central hub that brings together client management, portfolio oversight, and business operations in one unified platform. The system is designed for use by everyone in the organization, from front-line advisors to senior management, covering key aspects of the wealth management lifecycle.
Built by the strongest Financial Engineering Team in the industry combining deep expertise in finance, technology, and operations, the integrated platform empowers advisors to focus on meaningful client engagement by streamlining operational processes and enhancing digital capabilities. By reducing complexity and improving scalability, advisors can deliver better outcomes for clients while increasing operational efficiencies.
For leadership teams, d1g1t’s enterprise-level dashboard delivers real-time visibility into key organizational metrics, enabling quick, informed decision-making. By driving operational efficiencies through streamlined workflows, firms can deliver high-quality service at scale while maintaining a competitive edge.
The platform’s comprehensive client-advisor engagement tools—including an advisor platform, online client portal, and native mobile app (iOS/Android)—ensure that both advisors and clients have immediate access to the information they need, elevating conversations and deepening relationships.
The recognition underscores our commitment to continuous innovation and our mission to empower wealth management firms to manage their client’s total wealth all in one place —ultimately delivering better outcomes while increasing productivity across the organization.
The report highlights key market trends and provides Wealth Management CIOs with essential insights into all-in-one advisor desktop platforms, highlighting their role in streamlining advisor workflows and enhancing client communication across digital channels.
Gartner’s Attribution and Disclaimer
Gartner, Market Guide for Wealth Management All-in-One Advisor Desktop Platforms, By Chuck Thomas, 9 December 2024. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.