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What Customers Say About Using Our Wealth Management Platform

“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.”

Ted Neild

Partner, CEO and Chief Investment Officer, Gresham Partners

“The financial engineering expertise of the team was an important factor in our decision to partner with d1g1t. This is reflected in the depth of analytics in the platform, its ability to handle alternative investments, as well as complex family structures, and multi-tiered investment strategies.”

Barry Klayman

Chief Operating Officer, BBR Partners

“One of the things that attracted us to d1g1t was how the team considered client households when building their solution – they took a top-down, holistic approach. That’s similar to the way that Crestone Capital views serving wealthy families, whose financial situation tends to be complex.”

Matt Wiles

President, Crestone Capital (now Pathstone)

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