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d1g1t Customer Stories and Case Studies

Customer Stories

Explore a selection of client stories, partnerships, and industry announcements highlighting how firms use d1g1t to strengthen operations, improve advisor workflows, and deliver a more connected client experience.

Case Studies

How Samara Achieves Operational Efficiency and an Elevated Digital Client Experience with d1g1t

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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How First Atlantic Private Wealth Improved Wealth Management with d1g1t

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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Press Releases

PWL Capital Selects d1g1t as its WealthTech Partner to Accelerate Growth and Elevate Client Experiences

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, Ltd.™ Partners with d1g1t to Elevate Reporting and Digital Experience for Ultra High Net Worth Clients

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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d1g1t selected to help enhance RBC Wealth Management’s technology infrastructure

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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