Institutional-Grade Enterprise Wealth Management Platform
More than just a reporting tool, d1g1t allows advisors to elevate the client experience and increase engagement.
Secure Digital Experience for Advisors and Clients
Designed to transform the patchwork of legacy systems, d1g1t is a single, integrated platform that offers seamless workflows that are intuitive and easy-to-use by the entire firm. The workflows cover the wealth advisory life cycle including reporting, full portfolio management, trading and rebalancing, IPSs/mandates, compliance, fee administration and client engagement.
Manage Clients
- Analyze clients’ portfolios in real time using institutional grade analytics and powerful simulation tools.
- Manage complex portfolios that include equity, fixed income, options, futures, alternatives and private equity products.
- Measure net worth holistically, including custodied assets, private placements, and off-balance sheet assets.
- Integrate the full investor story; your clients’ risk profiles, goals, IPS’s, and investment accounts.
- Measure portfolio performance, exposure, and risk using institutional-grade analytics.
- Project income, liquidity and wealth for proactive investment decisions.
- Provide clients with comprehensive reporting and an interactive digital experience through a modern client portal and mobile app.
Manage Portfolios
- Offer model portfolio tracking and extensive portfolio construction.
- Manage model portfolios and blended benchmarks in a centralized location.
- Create and share your models with other users and seamlessly integrate them within your trading and reporting workflows.
- Track portfolio allocation and risk breaches in real-time. Make d1g1t the investment book of record.
- Conduct single and bulk trading operations efficiently. Rebalance portfolios using intuitive workflows and execute your trades efficiently via FIX protocols.
- Integrate and manage funds consistently with full look-through and liquidity capabilities.
Manage Business
- Generate business insights and track your KPIs at any level of the firm (business lines, region, advisor).
- Drive efficiency through integrated reporting, billing, trading, and compliance workflows that leverage a single source of truth.
- Centralize vital documents in a secure vault. Seamlessly publish documents to your client portal and mobile apps.
- Work efficiently through a seamless, intuitive, and modern user interface.
- Manage the business with a common platform used by everyone in the firm: senior management, wealth managers, compliance officers, client administrators, and portfolio managers.
Integrated Platform Drives Operational Excellence
d1g1t is an integrated platform used by everyone across the firm to enhance operational efficiency and productivity. The platform’s modern and modular architecture is designed for speed and scalability and the open APIs provide ease of integration. Allowing advisory firms to connect easily to other systems, scale up operations, and activate new modules with minimal effort. The platform covers all aspects of the wealth management life cycle.