TORONTO, May 14, 2025 – d1g1t, a leading wealth management technology company servicing the North American family office and family wealth industry, has been selected as a winner in the Portfolio Management category at the Twelfth Annual Family Wealth Report Awards 2025 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

With its institutional-grade performance and risk engine, d1g1t empowers Multi-Family Offices (MFOs) with seamless portfolio management, real-time analytics, and intuitive workflows. The platform streamlines portfolio construction, rebalancing, and trade execution while providing real-time risk assessment. Its bulk trading capabilities and integration with brokers and custodians accelerate transaction workflows. MFOs using d1g1t deliver superior digital advisor-client experiences, optimize portfolio construction, and gain operational efficiencies.

Commenting on the firm’s triumph, Dr. Dan Rosen, CEO and Co-founder of d1g1t said, “Winning the Portfolio Management category is a tremendous honour and a reflection of our team’s hard work and innovation. This recognition validates our commitment to delivering institutional-grade analytics and operational efficiency to Multi-Family Offices. Our platform makes it easier to implement, manage and track complex investment strategies while lowering costs and optimizing portfolio management at scale. We’re proud to be part of a forward-thinking community driving the future of wealth management.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of Family Wealth Report was first to extend his congratulations to all winners and highly commended companies. “Every category winner and highly commended firm has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year. We have seen a marked increase in entrants and interest in all our global awards programmes, and the Family Wealth Report is no exception.”

He continued, “These awards are so beneficial as they allow organizations and individuals to clarify their strategic thinking, have it independently validated, be recognized internally and externally, and to celebrate in style with their peers. I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Family Wealth Report Award winners”.

Winners and highly commended companies were announced on 8 May 2025 at the Gala Ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme. 

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 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
E: tracy.staniland@d1g1t.com