RBC leads investment round in d1g1t alongside JAM FINTOP. Read the press release

Exclusive Webinar on Portfolio Management

How Advanced Analytics and Real-time Portfolio Intelligence Deliver Personalization at Scale

October 20, 2025

Join us on November 12 at 1:00 PM ET to explore how d1g1t is transforming client management through institutional-grade analytics and real-time portfolio insights. Discover how the d1g1t enterprise wealth management platform empowers advisors with 24/7 access to comprehensive portfolio analysis, powerful simulation tools, and enriched data management features that drive superior client outcomes and operational efficiency.

In today’s competitive market, delivering exceptional high-quality client service requires more than traditional portfolio management. Our team will demonstrate how d1g1t’s platform enables advisors to provide immediate, data-driven responses to client inquiries while streamlining compliance, trading, and reporting workflows. You’ll see how technology can transform your firm’s ability to deliver hyper-personalized, informed financial advice at scale.

Attend the webinar to learn how d1g1t enables advisors to:

  • Deliver an exceptional digital client experience – see our client portal and mobile app in action
  • Activate users and share content in real-time
  • Gain visibility into how content is being viewed by clients
  • Access institutional-grade analytics and real-time portfolio monitoring around the clock
  • Track critical milestones with structured Events Management at the account, client, household, or mandate level

Meet Our Speakers

Benoit Fleury
Chief Product Officer and Co-founder, d1g1t
William Chyz
Sales Engineer,
d1g1t

Transform your wealth management practice with technology that leverages institutional-grade analytics to put comprehensive client intelligence at your advisors’ fingertips. d1g1t enables advisors to deliver the personalized, informed service that today’s high-net-worth and ultra-high-net-worth clients demand while streamlining operational workflows.

We look forward to having you join us!

Can’t make it? Register anyway, and we’ll send you the recording.

Ready to take the next step?

See how d1g1t Delivers the Best Advisor and Investor Experience.