Reports, Advisor and Investor-Facing Portals Are Now Available in French

d1g1t, a leading wealth management technology company announced today its enterprise wealth management platform now includes support for the French language. The platform has been localised to improve accessibility and usability for French-speaking users. Advisors can now conduct their trading, billing and reporting operations in French, while clients can access a full suite of modern tools including mobile apps (iOS/Android) and a client portal in French.

The d1g1t platform powered by an institutional-grade performance and risk engine, provides on-demand analytics consistently used across integrated workflows for reporting, billing, trading, compliance, and client engagement activities. d1g1t provides advisors and their clients with the best digital experience, enabling firms to enhance the quality of their advice and demonstrate its value to clients.

With this latest enhancement, advisors can now produce and deliver personalized client statements and comprehensive regulatory and tax reports in French using a highly distributed reporting infrastructure. Reports can be securely published and shared through the d1g1t investor portal and mobile app giving clients 24/7 access to view their investment portfolio in their native language. In turn, advisors can access information and materials to manage and monitor their clients’ portfolios through the French portal.

“Expanding language capabilities is a testament to our ongoing commitment to innovation and client satisfaction. With the addition of the French language, firms using our platform in Québec and bilingual Canadian provinces can conduct business in their native language and fulfill on the needs of their clients who prefer French communications,” said Benoit Fleury, Chief Product Officer and Co-founder, d1g1t. “As a French Canadian with strong ties to Québec, it is paramount to me that we offer a comprehensive suite of French solutions to better serve our customers and the French community.”

The release of the platform in French supports Québec’s Language Bill 96 which includes several requirements around the use of French business correspondence and requires clients be served in French first.

The d1g1t platform is available in English and French enabling firms to service and communicate with clients in their preferred language.

Discover how the platform streamlines workflows, arms advisors with real-time intelligence, and delivers the best digital client experience request a demo today.