Turning Wealth Advisors into “Rockstars” – Welcome to d1g1t
Upon winning WealthTech Americas Award 2022 for Leading Individual (Canada), Dan Rosen, CEO, d1g1t, talks to WealthBriefing Editor Tom Burroughes on the firm’s accomplishments.More
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Dr. Dan Rosen Wins WealthTech Americas Award for Leading Individual, Canada
Dan Rosen, CEO of d1g1t awarded category winner for leading individual in the Canadian categories at the Wealthbriefing Wealthtech Americas Awards 2022
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d1g1t and FutureVault Announce Strategic Partnership
Alliance will create a seamlessly integrated WealthTech experience for financial firms and advisors, allowing them to tackle their compliance, document retention and document sharing responsibilities while better meeting the service demands of clients.More
d1g1t Announces Strategic Partnership with National Bank Independent Network
Agreement with Canada's leading provider of custody, trade execution and brokerage solutions underscores d1g1t's rapid growth trajectory. More
2022 Predictions in Digital Wealth from the C-Suite
In Digital Wealth News's predictions for WealthTech in 2022, d1g1t's Chief Strategy Officer, Andrew Aziz presents the view that the role of WealthTech in a world of remergent inflation and pandemic-related uncertainty will focus, not on replacing financial advisors, but instead on empowering advisory firms to scale up their high-value human services
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Third Issue of the d1g1tal Newsletter – December 2021
Welcome to this end-of-year, special holiday edition of the d1g1tal Newsletter. While we are now almost two years into this pandemic, we have been incredibly fortunate and are thankful to continue working with an ever-growing community of clients, partners, investors and friends. We really couldn’t ask for much more.More
Wealth Management Platforms as Collaboration Tools
The pandemic has sparked growth in collaboration tools, but for financial services firms, an enterprise-focused wealth management platform is an equally important part of solving the collaboration puzzle.More
Wealth Professional Names d1g1t 5-star Wealth Provider for 2021
Taking Tech to the Next Level
Technology has become a critical component of advisors’ day-to-day lives – but with so many tech options on the market, how can advisors be sure they’re selecting a platform or product that will truly elevate their practice? To discover the tech pioneers who are truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management and digital marketing.More
Technology has become a critical component of advisors’ day-to-day lives – but with so many tech options on the market, how can advisors be sure they’re selecting a platform or product that will truly elevate their practice? To discover the tech pioneers who are truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management and digital marketing.More
Must-Have Tech Tools to Succeed in HNW and UHNW Wealth Management
Andy Aziz of d1g1t on How Family Offices and HNW / UHNW-Focused RIAs Can Build a Flexible and Comprehensive Tech StackMore
Do No Harm: The First Rule When Considering New WealthTech
About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn’t.More
