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Welcome to the second edition of the d1g1tal Newsletter. In a year where a global pandemic has turned our world upside down, we have been very fortunate to continue enjoying extraordinary growth.
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Wealth Solutions Report recently sat down with d1g1t’s Chief Strategy Officer to discuss the lay of the land in Fintech.
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In this interview with WealthTech Club, d1g1t’s CEO Dr. Dan Rosen unveils the history of the company, its current focus, and discussed various industry trends.
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Companies Team to Provide Top Analytics and Risk Tools with Leading Financial Planning Solutions to Financial Service Firms, Creating a Best of Breed Tech Solution
Top Canadian Wealth Management Firm Investment Planning Counsel is First to Leverage Partnership
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Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy
The Company Also Announces its Platform is Now Fully Live for KJ Harrison, a Prominent Wealth Management Firm in Canada
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In a new article new article in Digital Wealth News, Andrew Aziz writes how independent advisory firms are facing increased urgency to deliver their financial advisors wealthtech that better serves the complex needs of high-net-worth investors.
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In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.
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Andrew Aziz discusses how advisors more than ever require better integration of goals-based planning, behavioral finance and investment management.
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Welcome to the d1g1tal Newsletter, where we will keep you, the d1g1t community, apprised of recent news and exciting developments at d1g1t and we share a forum to exchange ideas.
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Partnership Brings Together Best-of-Breed Data Aggregation Solution, and Institutional-Grade Portfolio and Client Management Platform for High-Net and Ultra-High-Net Worth Advisors and Multi-Family Offices
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