d1g1t Platform

d1g1t is more than just a reporting platform.
It allows advisors to elevate the client experience & increase engagement.

 
 
Manage clients, portfolios and the business
 
 

By providing advisors with all the information they need at their fingertips, advisors take the conversation with their clients to a different level.

 

Manage clients

Manage Clients
  • Create comprehensive plans & views of your clients’ overall wealth.
  • Integrate the full investor story; your clients’ risk profiles, goals, IPS’s, and investment accounts.
  • Provide clients with comprehensive reporting & a modern digital experience through a modern client portal and mobile app.

Manage portfolios

Manage Portfolios
  • Provide full coverage and analytics for multi-asset class and multi-currency portfolios.
  • Offer model portfolio tracking and extensive portfolio construction and bulk trading.
  • Integrate & manage funds consistently with full look-through and liquidity capabilities.

Manage the business

Manage the business
  • Aggregate diverse data sources including custodians, brokers, funds and off-book assets.
  • Work efficiently through a seamless, intuitive workflow & integrated portfolio management.
  • Manage the business with a common platform used by everyone in the firm: senior management, compliance, client teams, and portfolio managers.