When Samara set out to build its Multi-Family Office, the firm knew that managing complex holdings across multiple families would require more than traditional portfolio reporting. They needed a platform that could provide full transparency into total net worth across traditional, alternative, and off-book investments while centralizing business operations in one place.

Samara, a Multi-Family Office based in Westmount, Quebec serving more than 100 families, has strengthened operational efficiency and enhanced its digital client experience through the implementation of the d1g1t institutional-grade wealth management platform.

Founded in 2021 to help families prosper across generations by leveraging all their family assets, Samara required a modern, flexible system capable of managing both the complexity of high-net-worth portfolios and the operational demands of a growing firm. After evaluating multiple solutions, they selected d1g1t for its ability to manage traditional and alternative assets, as well as their business, clients, and portfolios in one centralized hub.

“Working with Purpose Advisor Solutions gives us the best of both worlds,” explained Michael Grondin, President and CEO of Samara. “We get direct access to the d1g1t wealth management platform for centralized portfolio and client management and other complementary solutions. The synergy between the platform capabilities and the Purpose team’s expertise has been a force multiplier for our operations.”

The impact has been measurable across both operations and client engagement.

With d1g1t’s native support for liquid and illiquid asset classes, Samara can build and monitor complex portfolios seamlessly. On-demand analytics provide visibility into net worth, projected income, projected liquidity, and other key metrics that support their approach to risk management and tax-optimized portfolio construction.

The fully bilingual platform enables Samara to deliver French client reports, a branded French client portal, and native mobile app that authentically serve their French-speaking clients. Through the portal, families have direct access to performance, exposure, and risk at the family member level, while document sharing occurs bidirectionally within the system.

Operationally, the firm now has complete portfolio intelligence in real time. Advisors can access consolidated views across all accounts and respond immediately to “what if” questions during meetings without follow-ups or manual data gathering.

Patrick Potvin, Head of Operations at Samara, describes the corporate dashboard as mission-critical. “I can view our entire book of business and see real-time performance across all families… This level of operational intelligence has elevated how we run the business.”

Samara now manages client monitoring, reporting, and engagement from a single platform. Private placements are handled directly within the system rather than in spreadsheets, and accountants can download multiple documents simultaneously, saving valuable time.

With institutional-grade analytics, real-time daily performance computing, and integrated workflows, Samara has reduced manual processes while delivering a differentiated digital experience to high-net-worth families.

For more insights, read the full case study.