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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.
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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.
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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.
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Andy Aziz of d1g1t on How Family Offices and HNW / UHNW-Focused RIAs Can Build a Flexible and Comprehensive Tech Stack
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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.
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Business unit of one of the world's leading independent wealth management companies has begun to integrate d1g1t's technology into its platform.
Agreement solidifies Toronto-based FinTech firm's growth trajectory, building upon $16 million (CAD) fundraising round earlier this year.
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d1gt’s CEO Dan Rosen was a keynote speaker at the ARPM – Advanced Risk and Portfolio Management Quant Bootcamp on August 20th.
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In a new article in InvestmentNews, Andrew Aziz discusses how family offices have always had to consider the trade-offs between customization and price when putting together their tech stacks.
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Longtime Strategic Partner and Investor CI Financial Leads Round
New Investors Include National Bank of Canada's Corporate Venture Capital Arm NAventures and U.S. Venture Capital Firm MissionOG
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Andy Aziz discusses in a new article published in ThinkAdvisor how wealth managers are swimming against the current in today's increasingly digital environment without an attractive, user-friendly mobile application.
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