d1g1t continues to transform wealth management with its latest platform update, version 5.1. This release introduces significant enhancements and new features designed to streamline operations, boost advisor productivity, and elevate the client experience.

Amplifies Operational Efficiency for Multiple Stakeholders Across the Firm with One Integrated Platform

The release introduces several operational improvements across Reporting, Billing, Trading and Data Management, including:

• Ability to run thousands of reports efficiently in a single operation by leveraging the platform’s scalable architecture
• Enhanced billing capabilities supporting “in advance” billing and automated invoice generation with the ability to store invoices in d1g1t’s document vault for the seamless publishing to clients in the d1g1t client portal and mobile apps
• Expanded trading features with board lot rounding support, trading suspensions framework, improved trade location management, and further deployment of Flyer Financial Technology (FIX) to support more brokers and EMSX.
  • The FIX integration allows our platform to submit orders seamlessly to the market via a FIX protocol, speeds up trade execution and reduces execution errors.
  • The trading suspension framework is designed to provide portfolio managers with more autonomy around account restrictions and historic tracking. Trading suspensions are temporary restrictions that will prevent trading on various types of entities (client, households, mandate, account, and/or sleeve) and can be given an expiry date. Trading suspensions support cases around reconciliation breaks, compliance reviews, and exclusion from automated rebalancing.
  • Along with the ability to create trading suspensions, we introduced a series of visual identifiers across trading modules to easily identify if an account has an applicable suspension. Portfolio Managers can set order expiration for equity orders across all trading windows.
  • The introduction of trading price lookback period mitigates the risk associated with Trading on stale prices. This feature allows clients to effectively model their portfolios by ensuring that the price date of a security does not violate the defined look back period. The trading price lookback period is defined as the number of days a price would still be considered valid. As such, the lookback period introduces a validation to check for the expected price, the latest market price, the latest price date, and the lookback period for the instrument’s security type.
• Expanded the scope and performance of data importers for all objects. This results in faster overnight batch processing, and faster intraday updates and corrections.

Brand Consistency Across All Touchpoints

Wealth management firms can now fully express their brand identity through customizable color schemes in the advisory platform. From the main navigation bar to graphs and action buttons, firms have complete control over their visual presence. This comprehensive branding extends across reports, client portals, and mobile apps, ensuring a consistent brand experience at every client interaction point.

Advanced Goals Management

Financial planning becomes more dynamic with enhanced goals management capabilities. Advisors can now create more precise financial objectives by defining specific target levels for both wealth and income, complete with customizable timeframes. This flexibility allows for more tailored planning that better aligns with individual client needs, preferences, and aspirations.

Localization: French Language Support

Recognizing Canada’s diverse market needs, the platform now fully supports French language across all components – from advisor tools to mobile apps and client portals. This update ensures compliance with Québec’s Language Bill 96 while serving clients in their preferred language.

Mobile Experience Upgrade

The mobile experience has been enhanced with new projected cash flow capabilities, allowing users to view quarterly projections for up to one year ahead. This addition brings more comprehensive financial planning tools directly to clients’ devices.

This release reinforces d1g1t’s commitment to providing a wealth management platform that delivers value to both advisors and investors. The data-agnostic, API-driven platform ensures speed, scalability, and ease of integration with third-party applications, serving as a central hub for managing clients, portfolios, and the business. If you are interested in experiencing firsthand the platform’s intuitive user interface, fast calculation engine, and how it supports all asset classes including alternative investments, let’s talk.