CUSTOMERS
The d1g1t enterprise wealth management platform is used by thousands of advisors and private wealth managers at leading firms to manage key aspects of the wealth management lifecycle.
OUR VALUED CUSTOMERS
Used by Top Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks.
Who We Work With
Multi-Family Offices and Advisory Firms
Meet the needs of sophisticated high-net-worth and ultra-high net-worth investors with native support for multi-assets, multi-currency, complex household structures, private equity, alternatives, derivatives, off-book assets and complete net worth.
RIA’s & Independent Advisors
Provide your clients with modern, digital tools that are fully integrated with an enterprise platform used by everyone across the firm enhancing operational efficiency and productivity.
Custodians, Broker-Dealers & RIA Aggregators
Make technology a differentiator by offering a seamlessly integrated advisor desktop to your member firms that with modern client digital tools and institutional-grade analytics, offered through easy to navigate packages of functionality.
Bank Private Wealth
Fully integrate d1g1t into your technology ecosystem, leveraging your best data repository to offer your clients truly holistic advice.
What Customers Say About Using Our Wealth Management Platform
“We are delighted to partner with d1g1t, which has quickly established a reputation throughout North America for being a trusted, reliable and innovative technology partner to wealth management businesses of all sizes. While we considered many other providers, it was clear d1g1t’s platform was the right choice, with its unique tools and capabilities allowing us to continue to give firms and advisors the best opportunity to meet the ever-changing needs of today’s increasingly sophisticated investors.”
“Our business is built on deep and trusted relationships with clients who come to us to translate the complexity of their lives into measurable value, which often requires highly technical and customized solutions. The d1g1t wealth management platform has solved one of our biggest challenges: to deliver against challenging and large complicated mandates from clients in a way that builds trust while continuing to achieve growth in our business so we can bring this approach to more clients.”
“We are delighted to solidify our partnership with d1g1t. After carefully scanning the market and considering many other potential providers across Canada and the U.S. to help us improve our operations and client engagement, we believe that d1g1t is the best partner for us moving forward. Its platform is a game-changer, boosting our ability to meet our growth goals and allowing us to demonstrate our steadfast commitment to offering high-net-worth and ultra-high-net-worth clients unmatched transparency and value.”