Ready to Transform Your Portfolio Management? Join Our Exclusive Webinar
Portfolio management doesn’t have to be complicated, time-consuming, or error prone. If you’re tired of manual processes that drain resources and limit your ability to scale, it’s time to discover a better way.
What You’ll Learn
On July 9 at 1:00 PM ET, we’re hosting “Mastering Portfolio Management: How to Rebalance Portfolios Efficiently” – an introductory webinar showcasing how d1g1t Trading is revolutionizing the way firms handle their investment operations. Whether your firm manages dozens of portfolios or thousands, this session will demonstrate practical strategies to reduce operational costs, minimize errors, and scale your operations effectively. You’ll walk away with actionable insights on:
- Bulk trading strategies that optimize your rebalancing processes
- Cash management techniques using forecasting metrics and virtual cash modeling
- Workflow optimization through an intuitive interface design
- Order management and blotter workflow best practices
- FIX protocol integration for seamless trade execution
Meet Our Speakers
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| Benoit Fleury Chief Product Officer and Co-founder, d1g1t | Jason de Graaf Product Owner, Portfolio Management, d1g1t |
Who Should Attend?
This webinar is designed for wealth management – portfolio managers, investment advisors, wealth management professionals, and operations leaders who are ready to move beyond outdated processes and embrace efficiency at scale.
Why This Matters Now
The investment landscape demands more than ever before personalization at scale, compliance without compromise, and a single source of truth that your entire team can rely on. d1g1t Trading delivers exactly that, streamlining your entire investment workflow while maintaining the precision and control you need.
Space is limited for this exclusive session, so don’t wait to secure your place. Even if you can’t attend live, register anyway – we’ll send you the full recording so you can watch at your convenience.
When: July 9, 2025 at 1:00 PM ET
What: Mastering Portfolio Management: How to Rebalance Portfolios Efficiently
Who: Industry experts and forward-thinking investment professionals
Transform your approach to portfolio management and discover how the right technology can elevate your firm’s capabilities. Register today and take the first step toward more efficient, scalable investment operations.