The Wealth
Management
Platform Your Clients
Wish You Had.

BUSINESS VALUE

Elevate the client experience.
Drive operational efficiencies.
Deliver advice with trusted analytics.

Powered by an institutional-grade performance and risk analytics engine our modern enterprise wealth management platform empowers firms to transition to a digital business model that streamlines workflows, arms advisors with real-time intelligence, and delivers the best digital client experience.

Learn More
OUR VALUED CUSTOMERS

Used by Top Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks.

Advisor Solutions by purpose
crestone logo
figtree logo
First_Atlantic_Private_Wealth_Logo
KJ Harrison
national bank
Q Wealth Partners
Raymond James
Raymond James
Wealth Concierge by Northern Light Wealth Logo
OUR PLATFORM

So much more than reporting.

The integrated platform performs activities across the wealth management life cycle to manage operations and clients at scale.

  • Business Monitoring
  • Client Management
  • Reporting
  • Billing
  • Trading and Rebalancing
  • Model Management
  • Compliance
  • Document Management
  • Investor Portal and Mobile App
Discover our Solution
ONE INTEGRATED PLATFORM. ONE MODERN UI. ONE SOURCE OF TRUTH. ONE DIGITAL EXPERIENCE.
WHAT OUR USERS ARE SAYING

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 INVESTMENTS

PRESS RELEASE

See why Gresham Partners, a $9 billion Chicago-based Multi-Family Office, selected d1g1t’s wealth management platform.

Read The Press Release

Advisors, Portfolio Managers and Client Admins…

use d1g1t’s enterprise wealth management platform to digitally manage clients, portfolios, and the business.

DELIVER THE BEST CLIENT EXPERIENCE.

Give clients 24/7 on-demand access to dynamic views of their investments through an engaging client portal and mobile app (iOS and Android). Demonstrate value to clients by delivering a personalized digital experience.

EASILY MANAGE COMPLEX PORTFOLIOS.

Empower advisors with real-time intelligence they need to answer client questions on the fly. Through the interactive advisor portal, easily monitor and manage complex client portfolios with a broad range of holdings.

EFFECTIVELY MANAGE YOUR BUSINESS

Our enterprise-level dashboard summarizes key metrics and allows senior management to visualize and monitor interactively what’s happening across and at any level of the organization.

COMPANY

A Great Client Experience Starts with A Great Advisor Experience

WHY CHOOSE d1g1t
It’s all about optimizing the client advisor engagement, providing full transparency, and exceeding client expectations.
GO DIGITAL

Ready to join thousands of advisors?

CONTACT US

Explore what’s new at d1g1t

Acclaim Magazine Interview with Tate Haymond, Chief Revenue Officer, d1g1t

Ready to Transform Your Portfolio Management? Join Our Exclusive Webinar

RIA Channel Interview with Tate Haymond, Chief Revenue Officer, d1g1t

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