d1g1t Wealth Management Platform

More than just a reporting platform, d1g1t allows advisors to elevate the client experience and increase engagement.

By providing advisors with all the information they need at their fingertips, advisors take the conversation with their clients to a different level.

 

Manage clients

Manage Clients
  • Create comprehensive views of your clients’ overall wealth.
  • Measure net worth holistically, including custodied assets, private placements, and off-balance sheet assets.
  • Integrate the full investor story; your clients’ risk profiles, goals, IPS’s, and investment accounts.
  • Measure portfolio performance, exposure, and risk using institutional-grade analytics. Project income, liquidity and wealth for proactive investment decisions.
  • Manage complex portfolios that include equity, fixed income, options, futures, alternatives and private equity products.
  • Provide clients with comprehensive reporting and an interactive digital experience through a modern client portal and mobile app.

Manage portfolios

Manage Portfolios
  • Rebalancing
  • Offer model portfolio tracking and extensive portfolio construction and bulk trading.
  • Integrate and manage funds consistently with full look-through and liquidity capabilities.

Manage the business

Manage the business
  • Generate business insights and track your KPIs at any level of the firm (business lines, region, advisor).
  • Drive efficiency through integrated reporting, billing, trading, and compliance workflows that leverage a single source of truth.
  • Work efficiently through a seamless, intuitive, and modern user interface.
  • Manage the business with a common platform used by everyone in the firm: senior management, wealth managers, compliance officers, client administrators, and portfolio managers.

 

Integrated Platform Drives Operational Excellence

d1g1t is an integrated platform used by everyone across the firm to enhance operational efficiency and productivity. The platform’s modern and modular architecture is designed for speed and scalability and the open APIs provide ease of integration. Allowing advisory firms to connect easily to other systems, scale up operations, and activate new modules with minimal effort. The platform covers all aspects of the wealth management life cycle.

integrated platform drives operational excellence