In a recent interview with Julie Cooling, Founder & CEO, RIA Channel, Tate Haymond, Chief Revenue Officer at d1g1t, discussed how d1g1t is setting a new standard for wealth management, particularly when it comes to accounting for alternative investments.

From its inception, d1g1t was architected to address the complexities of modern wealth management. Our platform leverages cutting-edge technology, including cloud computing and open APIs, to deliver a unified solution encompassing portfolio management, billing, performance reporting, compliance, document management, and client engagement activities.

A key differentiator of d1g1t is its institutional-grade analytics, intuitive UI, and support for alternative investments. Recognizing that returns from alternative investment managers are not uniformly calculated, our platform employs a consistent methodology based on actual cash flows. This approach enables the calculation of a total portfolio Internal Rate of Return (IRR) that cohesively integrates returns from stocks, bonds, and alternative assets. Additionally, d1g1t facilitates the tracking of non-traded assets, such as directly held real estate, providing advisors and clients with a comprehensive view of wealth.

Tate emphasizes the importance of delivering a superior digital client experience. Clients seek a consolidated view of their financial landscape, and advisors require tools that mirror this visibility. d1g1t addresses these needs through a white-labeled client portal and native mobile app (iOS/Android), ensuring both parties have access to real-time insights and analytics.

To explore the full conversation and gain deeper insights into how d1g1t is enhancing the wealth management landscape, watch the interview on RIA Channel.