d1g1t’s CEO, Dan Rosen, Discusses the Significance of Advanced Analytics in Revolutionizing Wealth Management at the ARPM Quant Bootcamp
d1g1t’s CEO, Dr. Dan Rosen, was among the distinguished speakers at the event. During his session, he shared valuable insights on the role of sophisticated analytics in wealth management. He emphasized how these cutting-edge tools empower financial advisors to provide well informed guidance at every stage of their client’s wealth life cycle. Among the key tools discussed were modern portfolio analytics for strategy development, quantitative engines for risk and performance assessment, scenario tools for client education and investment proposals, as well as advanced optimization tools for creating risk-adjusted solutions aligned with client’s life goals. The presentation deck is available for you to explore.
Contact us at getintouch@d1g1t.com to get more information and resources.