This Valentine’s Day, there’s a different kind of matchmaking happening in wealth management. Multi-Family Offices are discovering a perfect match in d1g1t’s institutional-grade enterprise wealth management platform, and it’s easy to see why. Like any great relationship, it’s built on the perfect combination of strength and support—delivering powerful financial insights, simplifying complex operations, and nurturing deeper client relationships in ways that legacy platforms can only dream about.

Wealth management for high-net-worth and ultra-high-net-worth families demands exceptional precision and expertise. For multi-family offices (MFOs), managing the sophisticated and evolving needs of multi-generational families is a complex task. This – coupled with the limitations of outdated, siloed technology platforms that are costly to maintain and held together by manual processes – makes it difficult to cohesively manage a family’s wealth across all assets and complex legal entity structures. Family offices need to transform how they manage their organizations to achieve the evolving client experience, compliance and efficiency gains required in an increasingly challenging environment.

Next-Generation Portfolio Management: Fueling the Modern Multi-Family Office

Designed to deliver real-time intelligence and operational efficiency, the d1g1t institutional-grade enterprise wealth management platform revolutionizes wealth management for MFOs by enabling them to manage their client’s total wealth all in one place including aggregating data from multiple custodians, folding in off-book assets and analyzing/reporting on private equity investments. The platform combines a fast calculation engine with comprehensive portfolio management tools, specifically designed to handle the intricate needs of high-net-worth and ultra-high-net-worth families.

Through its modern, intuitive interface, d1g1t enables MFOs to easily manage complex household structures, and all asset classes including alternative investments. Customizable permissions ensure each member sees exactly what they should. With scenario analysis tools for better investment decisions and a comprehensive household dashboard for full visibility across portfolios, d1g1t makes managing wealth not just easier—but more strategic.

By consolidating all wealth management functions into one integrated platform, d1g1t allows advisors to focus on what matters most: cultivating meaningful client relationships and delivering strategic wealth management services.

The Secret Ingredients to Financial Engagement 

Multi-family offices have a lot to love about d1g1t, but some features truly stand out:

1. Real-time data access at your fingertips
   

   Advisors can confidently answer client questions on the fly with detailed analytics on performance, exposures, and risks.

2. Holistic wealth views
   

   Whether it’s stocks, private equity, or family liabilities, d1g1t consolidates everything into a clear, unified picture of net worth.

3. Tailored client experiences
   

   With customizable reports and integrated communication tools, advisors can create personal touchpoints that clients won’t forget.

4. Risk management made easy
   

   d1g1t ensures rigorous risk assessments to meet family goals without surprises, so families feel secure no matter the market conditions.

These features don’t just improve day-to-day operations; they enhance the advisor-client relationship, turning professional engagements into partnerships rooted in trust and transparency.

Why MFOs Are Choosing d1g1t

As a comprehensive wealth management platform designed for MFOs serving high-net-worth and ultra-high-net-worth clients, the platform enables them to offer a differentiated client experience enriched by high-quality data, analytics and reporting. Unlike other solutions that rely on external integrations, d1g1t provides a unified solution that manages total wealth through a single easy-to-use interface—from traditional investments to alternative assets like private equity and venture capital. The platform’s modular, API-driven architecture enables MFOs to digitize their wealth advisory lifecycle, offering everything from portfolio management and performance reporting to client communication, compliance monitoring and billing.

With its intuitive enterprise dashboard, white-labeled client experience tools, and native support for complex family structures, d1g1t empowers MFOs to deliver sophisticated wealth management services while streamlining their operational workflow and ensuring accuracy across all aspects of their business.

Why Families and Advisors Can’t Stop Talking About d1g1t

The d1g1t platform provides a holistic approach to wealth management. We understand the unique complexities of multi-family office operations and the need to deliver exceptional high-touch services. Our platform offers a sophisticated household-centric approach, allowing MFOs to view and manage wealth at every level – from individual accounts to complex multi-generational family structures.

Our intuitive household dashboard provides a command center for advisors, offering:

• Comprehensive portfolio monitoring across multiple households and accounts
• Real-time performance metrics including YTD returns, market value, and capital gains
• Dynamic volatility analysis and cash management tools
• Instant comparison capabilities between actual returns and target models
• Interactive cumulative gain visualizations and market value graphs

Drive meaningful client conversations with powerful visualization tools that bring complex financial data to life. Advisors can:

• Guide clients through performance journeys with intuitive look-through capabilities
• Demonstrate long-term value through historical return comparisons
• Collaborate on risk appetite assessment and goal-setting
• Deliver personalized insights through integrated communication channels

Offer complete investment coverage to meet the diverse needs of the most sophisticated clients with comprehensive support for:

• Multi-asset and multi-currency portfolios
• Complex household and entity structures
• Private equity and alternative investments
• Derivatives and structured products
• Off-book assets and total net worth tracking

Our platform is backed by an expert financial engineering team that understands the nuances of multi-family office operations. By centralizing critical investment data and analytics in one integrated solution, d1g1t enables MFOs to deliver a seamless wealth management experience that meets the high standards of the most demanding clients.

“We were most impressed with the capabilities of the d1g1t platform along with the depth, expertise, and experience of their financial engineering team,” says Ted Neild, CEO of Gresham Partners. “With their emphasis on helping us deliver an enhanced client experience, we felt d1g1t was the best solution for our growth goals.” Read the full press release here. 

Transform your practice with a platform that combines sophisticated analytics, intuitive visualization, and comprehensive portfolio management capabilities – all designed to enhance your ability to serve high-net-worth families with unparalleled efficiency and insight.

Your Next Step Toward Financial Harmony

Ready to fall in love with an enterprise wealth management platform designed to handle your most complex client needs? It’s time to explore d1g1t.