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Why Choose d1g1t
STAND OUT FROM THE CROWD

Deliver the Best Advisor and Client Digital Experience with One Platform

d1g1t is a modern enterprise Wealth Management Platform that provides advisors and clients with all the information they need at their fingertips to uplevel the conversation, increase engagement, and elevate the overall experience. The advanced web and mobile client applications allow clients to access their portfolio and investments 24/7.

As a single, integrated cloud-based platform d1g1t enables Multi-Family Offices, RIAs, Advisors, and Broker-Dealers to digitize their business model, optimize operational efficiencies, and drive growth.

Comprehensive Enterprise Platform.

Eliminate the patchwork of technologies by using one platform to digitally manage clients, portfolios and the business. Improve operational efficiencies and productivity by digitizing all aspects of the wealth management life cycle including client advisory, performance reporting, trading, compliance, billing, and document management.

Best UI and Interactive Advisor Platform in the Market.

Intuitive and easy to use, advisors can provide real-time client responses, backed by meaningful intuitive analytics. Fully integrated with the client portal and native mobile app to deliver a modern personalized digital experience.

Powerful Institutional-grade Performance and Risk Analytics Engine.

Embedded into an intuitive easy-to-understand advisor workflow that empowers advisors with real-time intelligence and a comprehensive view across all portfolios. We understand complex household structures and cover full investment portfolios including traditional investments, alternative investments, derivatives, multi-asset, multi-currency, private equity, off-book assets, and complete net worth.

Modern and Modular Architecture Designed for Speed and Scalability.

Allows advisory firms to connect easily to other systems, scale up operations, and activate new modules with minimal effort. Our open APIs provide ease of integration allowing firms to leverage our core analytical capabilities with external applications through APIs and single sign-on (SSO).

Strongest Financial Engineering Team in the Industry

Our team has deep finance, technology, and operations expertise. We understand the business of wealth management and can lead in-depth discussions and identify solutions for complex business problems.

Continuous Innovation

At d1g1t, we believe it is important to be on the forefront of innovation. We have a dedicated team focused on fostering transformative ideas that meet real user needs. New features and enhancements are introduced consistently through our product releases. Our product and innovation teams are focused on ensuring that our solution provides industry-leading performance, highest security protocols, and meets the day-to-day operational needs of our customers.

Superior Customer-First Support

Our customers are at the heart of what we do. We intentionally designed our platform with the advisor client engagement at the forefront. Our in-house Client Services and Financial Engineering teams are deeply focused on delivering the best customer experience including regular product updates, ongoing communication, and proactively resolving inquiries.

Backed by Leading Strategic Investors

We are funded by some of the top Fintech institutional investors in Canada, leading venture capital firms, as well as a group of experienced angel investors and d1g1t clients.

Industry Recognition

What Customers Say About Using Our Wealth Management Platform

“Our long-standing partnership with d1g1t has transformed our operations and is providing the scale we need to continue growing the CI Wealth Canada business. The d1g1t platform streamlines our entire workflow across client advisory, portfolio management, reporting, and client engagement — giving our advisors significantly more time and deeper insights for meaningful client interactions. d1g1t’s Version 6.0 is a true game-changer, delivering on-demand analytics that give us full confidence in every client communication, as well as the operational efficiencies that enable us to deliver investment solutions with speed and precision.”

Christopher J. Enright

EVP and Co-Head of Wealth Canada, CI Financial

“We’re excited about leveraging d1g1t’s capabilities to enhance our advisor and client experience. The platform brings together advanced analytics, and real-time insights. This is a clear demonstration of our continued investments in cutting-edge technology infrastructure to help deliver a best-in-class client experience.”

Mike Scott

SVP and Managing Director, RBC Wealth Management

“Our team conducted an exhaustive search and due diligence process to evaluate multiple wealth management technology solutions. We were most impressed with the capabilities of the d1g1t platform along with the depth, expertise, and experience of their financial engineering team.”

Ted Neild

Partner, CEO and Chief Investment Officer, Gresham Partners

Are You Ready to Go Digital?