TORONTO, June 19 2024 – d1g1t, the leading enterprise wealth management platform for Financial Advisors, RIAs, and Multi-Family Offices announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) Technology Providers – Document Management category.
This recognition highlights d1g1t’s innovative solutions that enable wealth management firms to elevate the quality of advice they provide and demonstrate its value to clients. The enterprise wealth management platform’s fully integrated document management capabilities designed for wealth advisors transforms how teams securely manage, store, and share documents across the organization, with clients, and partners. The solution streamlines operations, improves client communications, and ensures regulatory compliance setting a new standard in the industry.
“We’re honoured to receive this prestigious award from WealthManagement.com,” said Dr. Dan Rosen, CEO and Co-founder of d1g1t. “Our team is dedicated to continually enhancing our platform to meet the evolving needs of wealth management firms. Being named a finalist in the Technology Provider – Document Management category is a testament to our commitment to excellence and continuous innovation.”
In 2023, d1g1t was recognized as a finalist in the Portfolio Management, Accounting, and Performance Reporting category, further underscoring its role as a leader in the wealth management technology space.
Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honour outstanding achievements by companies, organizations, and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 5th, 2024.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About d1g1t Inc.
d1g1t is a wealth management technology company that helps Advisors, Multi-Family Offices, RIAs, and Broker-Dealers transition to a digital business model. The firm’s award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with a single, integrated platform that drives business growth, operational efficiencies, and productivity. Much more than a reporting platform, the Institutional-grade performance and risk analytics engine embedded into an intuitive advisor workflow empowers advisors with real-time intelligence, and the fully integrated client portal and mobile app deliver a modern personalized digital client experience. Using the platform, firms can digitize the entire wealth advisory life cycle through a seamless workflow that is highly intuitive, and easy to use to manage clients, portfolios, and the business. Learn more at www.d1g1t.com.
Media Contact:
Tracy Staniland
Vice President of Marketing
d1g1t
E: tracy.staniland@d1g1t.com
