Dr. Dan Rosen Discusses Integrating Risk Analytics into a Goals-Based Portfolio Management Process at the 2022 ARPM Quant Bootcamp.
d1g1t’s CEO Dan Rosen was a keynote speaker at the 16th edition of the ARPM Quant Bootcamp on August 4th.More
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Wealth & Finance Magazine Names d1g1t Inc as Winner of Most Innovative Enterprise Wealth Management Platform 2022
How to Help Nervous Clients Now
"Technology platforms with a forward-looking focus can enable a much more dynamic and meaningful advisor-client engagement, particularly in times when nerves are frayed", writes Andrew Aziz in ThinkAdvisorMore
For d1g1t, Private Equity is Never an Afterthought
d1g1t’s enterprise wealth management platform provides advisors with the tools to manage, analyze, track and report on private equity investments individually, or as a part of a multi-asset class portfolio. Contact us to learn more. More
Why Most RIAs Can’t Handle Private Equity
"In an environment where more and more investors are showing an interest in private equity, having separate wealth management and private equity platforms is likely to create problems" writes Andrew Aziz for FA Online.More
d1g1t Achieves SOC 2 Type II Certification for Its Wealth Management Platform
Certification Validates d1g1t as a Trusted and Secure Technology for Users and Provides Assurance that Effective Controls Are in Place to Safeguard Data.More
The National Football League Has Something Financial Advisors Don’t
Andrew Aziz writes in Wealth Solutions Report how depending on who you want to believe, the nation faces a severe retirement crisis, or the hand-wringing is much to do about nothing.More
d1g1tal Newsletter – May 2022 Issue
Earlier in the year we announced the addition of three U.S.-Based Senior Leaders to the d1g1t team. We are very fortunate to have onboard Sales veteran Tate Haymond, formerly of Nasdaq Asset Owner Solutions, as Chief Revenue Officer; Silicon Valley technology leader and software entrepreneur David Karchmer, as Chief Technology Officer; and Engagement expert Dianna Heideman, formerly of Envestnet Inc, as Vice President of Client Experience.More
d1g1t Continues Rapid Growth Into 2022 with the Announcement of Three U.S.-Based Senior Leaders
Additions Demonstrate Toronto-Based Enterprise Wealth Management Fintech's Commitment to Expanding Throughout North America as Company Enjoys Another Year of Significant GrowthMore
The Limits of Value-at-Risk Models for the Purpose of Portfolio Scoring
Amid the current market volatility, advisers should recognize that using value-at-risk models to assess portfolio risk is not a foolproof approach.More
