When wealth advisors struggle to deliver timely, meaningful client insights, the problem isn’t the advice, it’s the system. Legacy tools and siloed systems make accessing data needed to make well-informed, high-quality investment advice a challenge. In the third episode of #PULSEPoint, Dr. Dan Rosen, CEO and Co-founder of d1g1t, offers a clear vision for wealth management’s future: real-time analytics delivered through a comprehensive platform that drives operational efficiencies at scale and empowers advisors to do what they do best – provide personalized, holistic advice that aligns with the client’s goals.

In conversation with Jenya Tkachenko from Synpulse, Rosen shares how the Great Wealth Transfer is one of the biggest challenges impacting wealth management including how younger generations expect to engage with advisors, and how technology can help close the gap between expectation and execution.

Why integrated platforms matter more than ever

Data-driven decision making isn’t optional, it’s expected. According to EY’s 2024 Global Wealth Management Industry Report, clients increasingly seek personalized communication and investment advice delivered through digital channels, reflecting a shift toward greater digital engagement alongside a sustained desire for valuable, trusted relationships with their wealth managers. This trend underscores the imperative for wealth managers to adopt client-centric, technology-enabled approaches to meet evolving client expectations and enhance long-term loyalty.

Siloed systems with different user interfaces for reporting, compliance, portfolio management, and billing are slowing advisors down and frustrating clients. As Dan Rosen puts it, “Clients shouldn’t have to wait days for answers.” With d1g1t’s platform, advisors can consolidate their workflows, eliminate redundancies, and respond to client questions in real time with trusted analytics without spending days preparing for meetings.

One advisor who adopted the platform cut a three-day portfolio rebalancing process down to hours. Another reduced report preparation time from days to a few clicks. These are not marginal gains. They are the kind of operational shifts that enable business growth, better service, and scalability.

Client-first wealth management is the future

Clients, especially younger ones, expect goal-based planning that fits within their broader life strategy. Digital natives don’t want static quarterly reports. They want access to a mobile app or interactive portal that shows how their investments align with their personal goals and evolving circumstances.

The d1g1t enterprise wealth management platform makes this possible with personalized dashboards, collaborative advisor-client portals, and on-demand analytics. It’s not about replacing the advisor. It’s about empowering them to provide mentorship and guidance that goes beyond market data.

This is where Gen Z engagement becomes more than a buzzword. These clients are used to intuitive tech experiences. They expect fast answers, transparency, and meaningful conversations. The tools you offer need to reflect their digital fluency or risk losing them to a more modern service.

AI is only as good as your data strategy

Artificial intelligence is reshaping every industry, but Rosen is clear: Without clean, reconciled data, AI creates more noise than insight. “Bad data in, bad data out,” he explains. The first step is a unified, reliable data foundation. Then AI can help advisors surface insights faster, automate routine tasks, and support decisions with real-time recommendations.

That said, data security and privacy are paramount. Wealth management involves highly sensitive personal and financial data. Therefore, wealth management firms should ensure that all data used to train third-party AI models is anonymized.

Why some firms fall behind, and what to do about it

Firms that cling to outdated infrastructure face more than inefficiencies. They risk losing credibility with younger generations who expect technology to work seamlessly. Recent research indicates that over 70% of Gen Z investors say they would switch wealth management firms for a better digital experience, reflecting their strong preference for seamless, transparent, and values-driven digital engagement.

The solution is a cohesive, flexible platform that fits into existing workflows, evolves with client needs, and supports enterprise-scale operations, whether you’re a boutique advisory firm or a full-service bank.

One of d1g1t’s clear differentiators is its UI and Interactive advisor platform which is fully integrated with its client portal and mobile app enabling advisors to deliver a modern personalized digital experience. As an integrated enterprise platform, d1g1t can be used by everyone across the firm to manage Clients, Portfolios and the Business.

Purpose-built to deliver real-time intelligence and support for alternative investments, d1g1t enhances both advisor and client experiences.

What wealth management firms need to know

Whether you’re just starting your search or actively comparing platforms, there are a few critical areas you should be evaluating. The platform must integrate smoothly with your existing tools and infrastructure. Risk management features should be built in, not an afterthought, with the ability to offer institutional-grade analytics and compliance support. You should understand how the platform secures your data and whether it complies with your regulatory requirements. Assess the level of deployment and training support you’ll receive post-implementation. Also, ask yourself if the solution will scale with your firm’s future growth, and if it enables better client engagement through features like self-service access, real-time data, and interactive dashboards.

These considerations are essential for any firm serving high-net-worth and ultra-high-net-worth clients who are aiming to deliver the best digital client experience. Getting them right means offering not just a tool, but a meaningful extension of your client relationships.

Key takeaways

The value of integrated platforms is becoming clear: they save time, increase productivity, and improve the client experience. A client-first engagement model is rapidly becoming the standard for firms hoping to retain and attract younger, digitally savvy advisors and clients. While AI promises speed and scale, it’s only as effective as the data strategy behind it. In all of this, privacy and security remain non-negotiable.

Firms that want to lead the market must adopt systems built with these realities in mind. This is why d1g1t stands apart with a platform that supports real-time insight, integrated functionality that extends beyond reporting to include portfolio management, billing, compliance, and client-engagement activities that reflect the expectations of today’s investors.

Start enabling better decisions with your data

You don’t need to wait for a technology overhaul to deliver real-time, high-value insights. d1g1t is ready to show you how a unified platform, complete with intuitive workflows can change the way you serve your clients.

Schedule a consultation with d1g1t, and see how your firm can deliver advice with trusted analytics, drive operational efficiencies and elevate the client experience.