When First Atlantic Private Wealth set out to enhance both operational efficiency and client service, they needed a platform that could do it all. With d1g1t, they found a solution that streamlined portfolio management, improved reporting, and gave clients real-time access to their investments—all in one place.

First Atlantic Private Wealth, a portfolio management firm, has successfully modernized its wealth management operations through the implementation of the d1g1t enterprise platform. The firm, established in 2021 as an offshoot of First Atlantic Financial, demonstrates how embracing modern technology can enhance both operational efficiency and client satisfaction.

When Portfolio Manager and Co-Owner Claire Hunt led the search for a new wealth management solution in 2023, she had a clear vision: find a platform that could deliver comprehensive portfolio management capabilities while providing an exceptional client experience. The choice of d1g1t was driven by its robust feature set, including advanced trading integration, portfolio modeling, and a modern interface for both advisors and clients.

“I’m loving the system,” shares Hunt. “The engagement has been incredibly well-structured—stages of the process, clear communication, and a white-glove experience made us feel that we were in good hands and that the team knew exactly what they were doing.”

The implementation has yielded significant benefits for both the firm and its clients. Through the First Atlantic branded client portal and mobile application, investors now have 24/7 access to their portfolio information, including performance tracking and risk analysis at both the individual and family level. The platform’s household hierarchy feature has proven particularly valuable, allowing advisors to manage and analyze entire household portfolios while providing family members with personalized views of their investments.

Ryan Hunt, President and Co-Owner, highlights the technical advantages: “Looking at the solution from a technical lens, I appreciate that d1g1t is an API-first platform, enabling smoother integration across our tools.” This integration extends to their trading operations through Fidelity Clearing Canada, streamlining the firm’s day-to-day activities.

First Atlantic now manages portfolio modeling, trading, compliance, billing, and document management through a single platform. The real-time computing capabilities and powerful analytics engine have significantly reduced time spent on manual workflows. Now, their advisors can spend less time on admin and more time providing strategic investment advice, while clients benefit from a seamless digital experience tailored to their needs.