Recognized for Leadership in Wealth Management Technology and Client-Centric Innovation

Toronto, ON – April 9, 2025 – d1g1t, a leading wealth management technology company, announced today it’s been selected as a finalist in three categories for the Twelfth Annual Family Wealth Report Awards 2025 program: Client Communication, Consolidated Reporting, and Portfolio Management.

The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Our platform’s nomination in three categories validates our mission to provide wealth advisors with the tools they need to deliver a modern digital experience to their clients.

d1g1t delivers a sleek, modern institutional-grade wealth management platform that integrates portfolio management, consolidated reporting, trading, billing, compliance, and client engagement activities. Built with a high-performance calculation engine and an intuitive interface, d1g1t empowers advisors with real-time analytics to drive smarter decision-making and answer client inquiries on the fly.

By integrating analytics directly into the advisor workflow, d1g1t empowers advisors with insights into performance, exposures, risk, and scenario-based analytics. Allowing multi-family offices to provide a household view of the clients’ total wealth through versatile reporting and real-time data aggregation from multiple custodians.

With the fully integrated client portal and native mobile app, the platform offers the best digital client experience. These communication tools are feature-rich providing advanced analytics, net worth tracking, look-through analysis, two-way document sharing and more, providing a personalized digital experience that promotes transparency and trust.

Dr. Dan Rosen, CEO and Co-founder of d1g1t expressed pride in the recognition: “We are honored to be named a finalist for these prestigious awards. At d1g1t, we are passionate about transforming the way multi-family offices and wealth managers leverage data-driven insights to deliver exceptional service to their HNW and UHNW clients. Our focus remains on innovation—developing cutting-edge solutions that enhance portfolio management, reporting, and client engagement. Being shortlisted alongside industry leaders reinforces the impact of our work, and we’re excited to continue driving the future of wealth management technology.”

Stephen Harris, CEO of ClearView Financial Media and publisher of Family Wealth Report, extended his congratulations to all finalists: “Every finalist has undergone a rigorous and independent judging process and should be proud of their achievements. These awards not only validate strategic innovation but also celebrate excellence in the family wealth industry. We congratulate all shortlisted firms and individuals for their contributions to this evolving sector.”

The winners of the Family Wealth Report Awards 2025 will be announced at a gala ceremony on May 8, 2025, at the Mandarin Oriental Hotel in Manhattan, New York.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.

About d1g1t

d1g1t is a leading wealth management technology company that helps RIAs, Multi-family offices, Broker Dealers, and Bank Advisor Networks transition to a digital business model. Our award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with an integrated platform that drives scale and operational efficiencies across the organization. Powered by an institutional-grade performance and risk engine, d1g1t 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 available in the market, enabling firms to elevate the quality of their advice and demonstrate its value to clients.

Learn more at www.d1g1t.com.

Media Contact:
Tracy Staniland
Vice President of Marketing
d1g1t
E: tracy.staniland@d1g1t.com