The wealth management landscape demands more than just technology—it requires a platform that can scale with your growth while delivering exceptional client experiences. Today, we’re excited to announce the latest version of d1g1t, a transformational release that redefines what’s possible for enterprise-grade wealth management platforms.

Built for Enterprise Scale

This release’s revolutionary architecture delivers the performance your growing firm needs. Process millions of accounts overnight, execute bulk operations with unprecedented speed, and provide your advisors with real-time responsiveness across every workflow. Whether you’re managing thousands of client relationships or scaling to meet tomorrow’s demands, this platform grows with you.

The performance improvements are immediately noticeable. Faster overnight processing means your team starts each day with up-to-date portfolios. Real-time calculations happen in seconds, not minutes. Data rendering across securities, accounts, and client information is dramatically accelerated, giving your advisors more time to focus on what matters most—serving clients.

Enhanced Portfolio Management That Drives Results

Your trading workflows just became more sophisticated. Version 6.0 introduces advanced cash management operations, including pro-rata raising and deployment capabilities, plus specialized UMA account sleeve operations. The new Recommended Trade page provides the oversight and bulk action capabilities that COOs demand, with custom views and Excel export functionality for seamless integration with your existing processes.

Order management receives a complete upgrade with Change Former Order (CFO) capabilities through FIX protocol, manual execution workflows, and new bulk order actions. Your traders can now approve, reject, and send orders in bulk while tracking every action through the enhanced order dashboard.

Deeper Client Insights and Relationships

Understanding your clients goes beyond portfolio performance. Version 6.0 empowers advisors with comprehensive note-taking capabilities across accounts, clients, households, and mandates. Record significant events and milestones to maintain continuity across your team. The new Security Profile view consolidates all security-specific data into one actionable interface, with the ability to attach research documents directly to individual securities.

Contact management becomes more intuitive with pre-set investor preferences, enhanced document access, and streamlined account access permissions. These improvements translate directly into better client service and stronger compliance oversight.

Analytics That Inform Better Decisions

Your investment decisions deserve the best analytical foundation. Version 6.0 introduces Sharpe ratio and Information ratio calculations, inflation-adjusted Net Invested Capital metrics, and enhanced private equity analytics. Improved return calculations on cash holdings and better accrued interest calculations for complex bonds ensure your reporting accuracy meets the highest standards.

Operational Excellence Made Simple

For client administrators and operations teams, Version 6.0 delivers efficiency gains through new importers for users, households, sleeves, and billing properties. Custom Document Vaults organize your operational workflows, while the new Tag Management system provides flexible classification across any objects in the platform.

The Future of Wealth Management Technology

Version 6.0 represents more than an upgrade—it’s a foundation for the next generation of wealth management operations. By seamlessly integrating advanced analytics with rich contextual information throughout the platform, we’ve created a system that doesn’t just process data but transforms it into actionable insights tailored to your specific needs.

Ready to see how d1g1t Version 6.0 can transform your wealth management operations?

Book Your Personalized Tour and discover how these powerful new capabilities can drive operational excellence and elevate your client experience. Our team will customize the demonstration to address your firm’s specific challenges and growth objectives.

Transform your technology. Transform your business. Transform your client relationships.

d1g1t empowers wealth management firms to adopt technology-driven business models that boost operational efficiency and elevate client experiences. Contact us today to learn how Version 6.0 can support your firm’s growth and success.