Happy holidays and warm wishes for the New Year from all of us at d1g1t! As we close out 2024, we’re reflecting on the incredible milestones achieved and expressing heartfelt gratitude to our team, clients, and partners. Your support and collaboration drive us to deliver the very best in wealth management solutions. Here’s a look back at some of the highlights from a year that underscored our commitment to continuous innovation and empowering wealth management professionals with cutting-edge solutions.

2024 Highlights at a Glance

• Launch of Version 5.0
  We unveiled a host of enhancements across trading, billing, and reporting modules, including:

• • Enhanced portfolio monitoring capabilities, new portfolio-level analytics and product specific such as equity, fixed income, options, as well as support for treasury bills and inflation-linked bonds, and the ability to measure the income generated from option strategies.
  • Improved trading operations now include support for virtual cash transfers, model substitution, trading substitutions, and default broker commissions. The enhancements also include the ability to aggregate trades across custodians allowing portfolio managers to aggregate trades with different custodians together with the same securities and same operations. Additionally, portfolio managers can customize the dividend treatment for each instrument in the recommended trades blotter before submitting trades which offers greater control and flexibility for portfolio management.
  • Streamlined fee collection with bulk billing, advanced calculation methods, and efficient billing group management. With the ability to run billing collections on multiple billing groups and the addition of fee runs, firms can generate fees for all billing groups in billing collection in a single operation that significantly improves operational efficiencies.

• New Billing Solution
  Our new billing solution includes a scalable, multi-currency fee calculation engine that simplifies complex billing scenarios and accelerates revenue collection, enabling firms to focus on client engagement and growth.
• Introduction of French Language Support
  To better serve bilingual clients, the platform is now fully localized in French. Advisors can conduct operations and generate client reports in French, ensuring compliance with Québec’s Language Bill 96 and improving client communication across Canada.
• Unified Managed Accounts (UMA) Trading Framework
  The UMA framework simplifies the management of complex investment strategies by dividing custodian accounts into sleeves linked to specific models. This structure provides better transparency, control, and efficiency for portfolio managers, helping them execute tailored strategies at scale.
• Partnership with Flyer Financial Technologies
  By integrating with Flyer Financial Technologies, d1g1t now offers real-time trade execution with enhanced accuracy and security. This partnership streamlines trade processing and supports advisors in providing seamless client service.
• Enhanced Digital Client Experience
  We redefined the client experience with new capabilities, including real-time two-way content publishing to client portals and mobile apps (iOS/Android). Advisors can now share critical updates, educational content, and targeted news, creating a personalized and interactive digital journey for clients.

• Expanded Our Client Community
  In 2024, d1g1t collaborated with firms serving high-net-worth and ultra-high-net-worth clients to enhance their operations and client engagement capabilities, highlighting the platform’s versatility and scalability.

“Our team conducted an exhaustive search and due diligence process to evaluate multiple wealth management technology solutions. We were most impressed with the capabilities of the d1g1t platform along with the depth, expertise, and experience of their financial engineering team,” said Ted Neild, Partner, CEO and Chief Investment Officer, Gresham Partners. “With their emphasis on helping us deliver an enhanced, differentiated client experience, we felt d1g1t was the best solution for Gresham to drive business value and support our growth goals.”

• Celebration of Industry Awards and Recognitions
  This year, d1g1t received prestigious accolades, reflecting our commitment to excellence in wealth management technology:

   

  • WealthTech 100 List: Recognizing the top innovators in the industry.
  • Top 25 WealthTech Provider: Celebrating transformative contributions to wealth management.
  • Family Wealth Report Awards Finalist: Nominated in Client Communications, Consolidated Reporting, and Portfolio Management categories.
  • Wealthies Finalist: Recognized for outstanding achievements in the Document Management category.
  • Kitces Financial Advisor Technology Map: Highlighted as a top solution for financial advisors.

As we step into the New Year, we remain focused on creating solutions that address complexity, foster growth, and enhance client relationships. We’re excited about the opportunities 2025 will bring and look forward to continuing to support your success.