Wealth Management Software

It’s all about providing full transparency, elevating the client’s experience and increasing engagement.

A great client experience starts with a great Advisor experience.

• Through d1g1t’s Enterprise Advisor Platform, d1g1t equips advisors and management with powerful intelligence they need in real-time. Advisors can conduct sophisticated investment analysis for their clients ‘on-the-fly’ and provide powerful insights and better decisions in response to life events or the markets.
• Advisors can deliver a modern digital experience to their clients through highly customizable, interactive and intuitive investor applications. d1g1t’s white-labeled Investor’s Applications – available through a web portal and a mobile app – provide clients with 24/7 access to their portfolios and plans, as well as investment insights.
• Advisors can efficiently produce comprehensive modern reports that highlight their brand and provide a match to the digital experience.