In a recent episode of WealthTech Today, d1g1t’s CEO and co-founder, Dr. Dan Rosen, sat down with host Craig Iskowitz to discuss how institutional-grade analytics are revolutionizing wealth management. Dr. Rosen shared how d1g1t’s platform is designed to streamline wealth advisory workflows, offering cutting-edge tools for reporting, portfolio management, risk assessment, and client engagement.
During the podcast, Dr. Rosen highlighted how d1g1t’s integrated platform empowers advisors to manage complex portfolios and deliver real-time insights to clients. By providing deep analytics across various asset classes, including private equity and alternative investments, d1g1t enables advisors to address the needs of high-net-worth and ultra-high-net-worth clients more efficiently.
Also from a risk factor diversification standpoint, he shared how the d1g1t platform allows advisors to break down their exposure not only to asset class but also into risk factors, look at it from a risk perspective, and then be able to do some what-if analysis to make sure that they understand if there’s an investment opportunity or if there’s a need for rebalancing – and how to look at it from diversification as the core concept.
“When we started d1g1t, we thought of building a leading enterprise wealth management platform that delivers scale and operational efficiencies to multi-family offices, RIAs, broker-dealers, and bank advisor networks,” said Dr. Rosen during the podcast.
Key Takeaways
- Why institutional-grade analytics matter for wealth advisors managing complex portfolios.
- How d1g1t’s platform offers real-time insights for better decision-making and client engagement.
- The importance of liquidity management in wealth planning and how d1g1t helps advisors forecast cash flow needs.
- How advisors can use risk factor allocation tools to better manage portfolio risks and optimize returns.
To hear the full discussion, listen to the podcast here.
For more information and resources, contact us here or email us at getintouch@d1g1t.com.
