Customer Stories
Case Studies
Samara uses d1g1t to centralize multi-family office operations, giving advisors real-time visibility across traditional and alternative assets while delivering families a bilingual digital experience with consolidated reporting, analytics, and secure document sharing.
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Through d1g1t, First Atlantic Private Wealth unified portfolio management, trading, reporting, compliance, billing and document management in one platform, giving advisors real-time analytics and clients 24/7 access to portfolio insights through a branded portal and mobile app.
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PWL Capital selected d1g1t to unify portfolio management, trading, reporting, compliance, billing and client engagement on one bilingual platform, helping advisors reduce manual workflows, access real-time insights and support continued growth across French and English markets.
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Oxford Financial Group partnered with d1g1t to aggregate complex client accounts into a consolidated view, strengthening reporting, real-time analytics and digital access while reducing manual data management across advisor and client workflows.
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RBC Wealth Management is leveraging d1g1t’s institutional-grade performance and risk analytics engine to add real-time insights, enhanced reporting and a stronger digital experience for advisors and clients in Canada.
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