AI is changing the way financial advisors work day-to-day, respond in real-time to client inquiries, and monitor the health of portfolios. In a recent webinar, Benoit Fleury, d1g1t’s Chief Product Officer and Co-founder, and Laleh Samii, Financial Engineer, Innovation, showcased the d1g1t MCP Server and discussed how AI is optimizing workflows and driving operational efficiencies.

The Foundation: Nine Years of Trusted Data

Fleury opened the discussion by sharing what d1g1t has built over the past decade: a SaaS-based unified wealth management platform trusted by top wealth management firms across North America with the client base spans family offices, RIAs, broker-dealers, custodians, and banks.

The d1g1t platform supports the entire advisory lifecycle, client management, reporting, trading, billing, compliance, all running on a single validated source of data and analytics. That foundation is what makes the AI layer possible in the first place.

“There’s no hallucination allowed,” Fleury said. AI in d1g1t contextualizes information and optimizes workflows, but it never generates the numbers themselves. Every figure a client sees is produced or vetted by d1g1t’s core engine, and every AI-generated narrative traces back to it.

Three Ways AI Shows Up in the Advisor’s Day

d1g1t’s AI strategy is framed around three primary dimensions:

1. Operational efficiency. The clearest example is d1g1t’s task management framework. Tasks like closing an account (which triggers fee charges, portfolio liquidation, and document generation) can now be linked to an agentic workflow that runs the steps automatically. Notes can be recorded by voice, summarized, rewritten, or translated on the spot. Events, like a large portfolio rebalancing, get logged automatically instead of manually.
2. Analytical intelligence. d1g1t already breaks down return contribution by asset class, strategy, and income versus capital gains. The AI layer adds a natural-language explanation on top: what a number means, whether it’s high or low, and what it implies for the client conversation. The same applies to volatility metrics like monthly high, low, and average return.
3. Creative amplification. This is where client communication gets personal. Advisors can generate branded, two-page reports on demand, built around a client’s actual holdings rather than generic market commentary.

A Morning Brief, Built in Claude

Imagine if you could build a morning brief summarizing upcoming client meetings along with the household or portfolio health. Built as a Claude application connected to d1g1t via its MCP server, advisors can automate the composition of a daily morning brief. Each morning, it surfaces the firm’s AUM with a natural-language explanation of what moved the book, then pulls the upcoming client meetings directly from the advisor’s calendar and email, summarizing each client’s context so advisors don’t have to go search for it.

Every data point links back into d1g1t. Clicking into a household, for instance, pulls up the household hierarchy, performance, allocation, and liquidity, along with a next-best-action list: a compliance breach to resolve, excess cash to deploy, tax losses to harvest, an account that’s drifted out of its target allocation.

A Real Scenario: When a Client Gets Anxious About the Market

Rather than generic commentary, users can  prompt the LLM using the d1g1t MCP Server to analyze that specific client’s tech exposure and generate a two-page personalized report. Pulling the current portfolio, isolateingthe tech allocation, and explain the impact in plain English, all before it reached the advisor’s desk for review and approval. Nothing gets published to a client without a human signing off first. There is always a human in the loop.

Another example of an AI use case is the compliance dashboard where an agentic workflow runs the moment a client’s overdue annual review gets flagged: gathering client history, logging compliance notes, drafting a follow-up email, and preparing a calendar request, with the advisor approving each output before it goes out.

The Takeaway

AI is only as good as the data it sits on top of. d1g1t’s approach keeps trusted data at the center, whether an advisor is working natively in the platform or asking questions through Claude in a browser tab. By plugging AI agents directly into the d1g1t wealth management platform advisors are equipped with a personal Chief of Staff that operates across every household, every workflow, every single day.

If you missed the live session, the full recording is available on demand now. If you have any questions about the d1g1t MCP Server or our AI-optimized workflows email us to schedule a follow-up conversation.