At WealthTech 2026 US, d1g1t demonstrated how its wealth management platform helps advisors answer complex client questions in seconds. For firms serving high-net-worth and ultra-high-net-worth clients, the challenge is turning scattered portfolio data into usable insight before the next client conversation. Household structures, custodians, exposures, allocations, and private market holdings all need to connect quickly.

Watch the video below to see d1g1t’s real-time advisor intelligence in action, including multi-custodian analysis and private equity metrics calculated at the transaction level.

What the demo showed

Brandon Swanson, Senior Director, Distribution at d1g1t, walked attendees through how advisors can use the d1g1t enterprise wealth management platform to access critical client intelligence across complex portfolios. The demo showed how advisors can move from question to insight quickly, including views across multiple custodians, household entities, security types, and asset classes.

Real-time analytics for more informed conversations

Access to real-time analytics changes what is possible during a client meeting. Instead of following up days later with a report, advisors can analyse exposures, allocations, and holdings while the conversation is happening.

For clients with complex family structures or portfolios spread across custodians, this creates a more responsive advisory experience. Advisors can identify concentration risk, review asset allocation, and explain portfolio positioning with greater clarity.

Built for complex wealth

The demo also highlighted d1g1t’s ability to handle a wide range of security types. The platform can calculate private equity metrics at the transaction level, including multiples and IRR.

For advisors managing private equity, hedge funds, and other non-traditional assets, native support for alternative investments helps reduce manual work and improve the quality of client reporting.

Better client engagement starts with better data access

A stronger client engagement model depends on advisors having the right information at the right time. When advisors can access household-level insights, multi-custodian data, exposure analysis, and private market metrics from one platform, they can spend less time assembling information and more time applying judgement.

Advisor intelligence in action

The WealthTech 2026 US demo showed how d1g1t supports advisors handling complex portfolios, multiple custodians, and client questions that require immediate answers. With built-in risk management, support for private markets, and real-time portfolio intelligence, d1g1t helps firms bring faster, more informed insight into each client interaction.