Why firms choose d1g1t:
- Built to support complex ownership structures and household relationships
- Scales across multi-family offices and enterprise organizations
- Designed for sophisticated investment strategies, including alternatives
- Delivers institutional-grade analytics with a modern advisor and client experience
Trusted by Leading US Wealth Management Firms
“The financial engineering expertise of the team was an important factor in our decision to partner with d1g1t. This is reflected in the depth of analytics in the platform, its ability to handle alternative investments, as well as complex family structures, and multi-tiered investment strategies.”
“Partnering with d1g1t allows us to streamline reporting and portfolio management, reduce the friction of data management, and provide a more interactive and insightful digital experience for our clients. This investment positions the firm to meet the growing expectations of families across generations, while equipping our advisors to focus on what matters most, delivering bespoke wealth strategies and sustaining the trusted relationships that define Oxford.”
“One of the things that attracted us to d1g1t was how the team considered client households when building their solution – they took a top-down, holistic approach. That’s similar to the way that Crestone Capital views serving wealthy families, whose financial situation tends to be complex.”
Purpose-Built Capabilities for the Wealth Management Landscape
Alternative Investment Management
Manage private equity, private credit, and off book assets in the same system as traditional investments. Maintain consistent reporting and improve transparency across all asset classes.
See Your Entire Book of Business
See performance, risk, and exposure across every client, household, and entity. Access real-time insights without relying on spreadsheets or external exports.
Multi-Currency
Capabilities
Trade and report in multiple currencies with accuracy. Support cross-border clients and ensure consistent performance measurement across geographies.
Built for Multi-Family Offices
Handle shared investments, custom reporting, and multi-entity structures in one platform. Adapt to each family’s governance and operational model.
Household Hierarchy & Ownership Reporting
Map complex relationships and ownership structures. Generate clear, accurate reports at the entity, household, or individual level.
Trading, Billing, and Reporting All Connected
Automate workflows across trading, billing, and reporting. Eliminate data silos, reduce reconciliation work, and respond faster to clients.
Watch the On-Demand Webinar
How Advanced Analytics and Real-time Portfolio Intelligence Deliver Personalization at Scale
Learn how leading advisory firms are using d1g1t to unify client data, streamline workflows, and deliver highly personalized service across complex client relationships.
This on-demand webinar covers:
- Strategies for managing multi-entity and household relationships
- How real-time insights improve decision-making and client transparency
- Real-world examples of firms increasing efficiency and engagement
- A brief walkthrough of the d1g1t platform in action
Request Your Personalized Demo
See firsthand how d1g1t helps your firm grow revenue, reduce operational overhead, and deliver clearer portfolio insights to strengthen client relationships.
What happens after you submit the form?
Step 1A member of our team will reach out to schedule a short introductory call.
Step 2We’ll learn about your firm’s current technology environment, operational challenges, and business goals.
Step 3You’ll receive a personalized demo focused on your workflows, investment strategies, and client reporting needs.
Step 1A member of our team will reach out to schedule a short introductory call.
Step 2We’ll learn about your firm’s current technology environment, operational challenges, and business goals.
Step 3You’ll receive a personalized demo focused on your workflows, investment strategies, and client reporting needs.
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