Institutional-Grade Enterprise Wealth Management Platform
More than just a reporting tool, d1g1t allows advisors to elevate the client experience and increase engagement.
Secure Digital Experience for Advisors and Clients
Designed to transform the patchwork of legacy systems, d1g1t is a single, integrated platform that offers seamless workflows that are intuitive and easy-to-use by the entire firm. The workflows cover the wealth advisory life cycle including reporting, full portfolio management, trading and rebalancing, IPSs/mandates, compliance, fee administration and client engagement.
Manage Clients
- Analyze portfolios in real-time with institutional-grade analytics across diverse assets (equity, fixed income, options, futures, alternatives, private equity), measuring comprehensive net worth including custodied and off-balance sheet assets.
- Integrate the complete investor profile—risk tolerances, goals, IPS’s, and investment accounts—while measuring portfolio performance, exposure, and risk with sophisticated analytical tools.
- Project income, liquidity, and wealth for proactive decision-making and deliver comprehensive reporting via modern client portal and mobile applications.
Manage Portfolios
- Create, share, and centrally manage model portfolios and blended benchmarks, integrating them seamlessly into trading and reporting workflows.
- Track real-time portfolio allocation and risk breaches, establishing d1g1t as your investment book of record.
- Conduct efficient single and bulk trading operations with intuitive rebalancing workflows, FIX protocol execution, and comprehensive fund management with full look-through capabilities.
Manage Business
- Generate comprehensive business insights and track KPIs across all organizational levels (business lines, regions, advisors).
- Drive operational efficiency through integrated reporting, billing, trading, and compliance workflows that leverage a single source of truth and a intuitive, modern interface.
- Centralize vital documents in a secure vault with seamless publishing capabilities to client portal and mobile apps, enhancing information accessibility and security.
Integrated Platform Drives Operational Excellence
d1g1t is an integrated platform used by everyone across the firm to enhance operational efficiency and productivity. The platform’s modern and modular architecture is designed for speed and scalability and the open APIs provide ease of integration. Allowing advisory firms to connect easily to other systems, scale up operations, and activate new modules with minimal effort. The platform covers all aspects of the wealth management life cycle.
Business Monitoring
Achieve enterprise-wide visibility through advanced dashboard analytics that deliver real-time insights on investment performance, advisor effectiveness, and client relationships.
Client Advisory
Client Reporting
Digital Client Tools
Model Management
Portfolio Compliance
Track portfolio allocation and risk breaches in real-time. Make d1g1t the investment book of record.