Leveraging Institutional-Grade Financial Engineering & Scalable Technology.
|HNW/UHNW advisors & MFOs, Broker Dealers, Custodians, RIA Aggregation platforms, Banks
|70+ Top Wealth Management Institutions across Canada & the U.S.
|$200B+ AUM & growing rapidly
|400,000+ accounts across 150,000+ clients 6,000+ Advisor Users
High-net-worth to ultra-high net-worth advisory firms and multi-family offices
Meet the needs of sophisticated investors with native support for private equity and alternatives, and institutional-grade analytics to demonstrate they add to portfolios.
RIA’s & Independent Advisors
Provide your clients with modern, digital tools that are fully integrated with an enterprise platform used by every function of your organization.
Custodians, Broker-Dealers & RIA Aggregators
Make technology a differentiator by offering a seamlessly integrated advisor desktop to your member firms that with modern client digitals tools and institutional-grade analytics, offered through easy to navigate packages of functionality.
Bank Private Wealth
Fully integrate d1g1t into your technological ecosystem, leveraging your best data repository to offer your clients truly holistic advice.
|“d1g1t provides an unparalleled end-to-end platform to run a modern advisory business which enables advisors to manage much bigger books more efficiently.
Advisors and business leaders can now manage their business in real-time through business intelligence and continuity reports, advisors can focus on value added activities, and their families and clients can get full transparency through an integrated client experience and modern reporting.”
|Som Seif, CEO, Purpose Financial