The platform effectively manages complex family structures for high-net-worth and ultra-high-net-worth clients, and natively supports alternative assets and liabilities.

d1g1t Streamlines Portfolio Construction with Comprehensive Net Worth Reporting, Customizable Analysis, and Alternative Investment Capabilities

d1g1t caters to the complexities of managing diverse family structures that have traditional investments such as stocks and bonds, and alternative investments like private equity, venture capital, and hedge funds. With all this key information in one place, it is easier for multi-family offices to deliver a fully integrated investment management and wealth advisory experience. Through integrated communication channels, personalized reports, and native support for alternative investments, we empower multi-family offices to streamline portfolio analysis and construction. Start providing accurate, insightful information to your clients today with d1g1t.

d1g1t Allows Advisors and Clients to Analyze and Segment Data How They Want

• Integrated platform for multi-family offices: Seamless net worth reporting and analysis across multiple communication channels including a white-labelled client portal with a mobile app, and personalized reports.
• Accurate representation of complex family structures: Incorporation of family trusts and corporations, ensuring the correct recording of each family member’s stake and enabling holistic look-through capabilities.
• Native support for alternative assets and liabilities: Simplified data requirements for alternative investments, with the ability to calculate portfolio analytics and reassess valuations periodically.

d1g1t Streamlines Workflows and Elevates the Client Experience

• Leverage one comprehensive platform with integrated portfolio management, reporting and client engagement digital tools, trading and UMA solutions, IPSs/mandates, compliance, document management, and fee administration capabilities to effectively manage the business.
• Digitize and scale all aspects of the wealth management life cycle from client advisory to performance reporting and portfolio model management.
• Provide advisors and clients with all the information they need at their fingertips to uplevel the conversation and increase engagement.

Learn why Gresham Partners selected d1g1t as its enterprise wealth management platform