STAND OUT FROM THE CROWD

Deliver the Best Advisor and Client Digital Experience with One Platform

d1g1t is a modern enterprise Wealth Management Platform that provides advisors and clients with all the information they need at their fingertips to uplevel the conversation, increase engagement, and elevate the overall experience. The advanced web and mobile client applications allow clients to access their portfolio and investments 24/7.

As a single, integrated cloud-based platform d1g1t enables Multi-Family Offices, RIAs, Advisors, and Broker-Dealers to digitize their business model, optimize operational efficiencies, and drive growth.

Comprehensive Enterprise Platform.

Eliminate the patchwork of technologies by using one platform to digitally manage clients, portfolios and the business. Improve operational efficiencies and productivity by digitizing all aspects of the wealth management life cycle including client advisory, performance reporting, trading, compliance, billing, and document management.

Best UI and Interactive Advisor Platform in the Market.

Intuitive and easy to use, advisors can provide real-time client responses, backed by meaningful intuitive analytics. Fully integrated with the client portal and native mobile app to deliver a modern personalized digital experience.

Powerful Institutional-grade Performance and Risk Analytics Engine.

Embedded into an intuitive easy-to-understand advisor workflow that empowers advisors with real-time intelligence and a comprehensive view across all portfolios. We understand complex household structures and cover full investment portfolios including traditional investments, alternative investments, derivatives, multi-asset, multi-currency, private equity, off-book assets, and complete net worth.

Modern and Modular Architecture Designed for Speed and Scalability.

Allows advisory firms to connect easily to other systems, scale up operations, and activate new modules with minimal effort. Our open APIs provide ease of integration allowing firms to leverage our core analytical capabilities with external applications through APIs and single sign-on (SSO).

Strongest Financial Engineering Team in the Industry

Our team has deep finance, technology, and operations expertise. We understand the business of wealth management and can lead in-depth discussions and identify solutions for complex business problems.

Continuous Innovation

At d1g1t, we believe it is important to be on the forefront of innovation. We have a dedicated team focused on fostering transformative ideas that meet real user needs. New features and enhancements are introduced consistently through our product releases. Our product and innovation teams are focused on ensuring that our solution provides industry-leading performance, highest security protocols, and meets the day-to-day operational needs of our customers.

Superior Customer-First Support

Our customers are at the heart of what we do. We intentionally designed our platform with the advisor client engagement at the forefront. Our in-house Client Services and Financial Engineering teams are deeply focused on delivering the best customer experience including regular product updates, ongoing communication, and proactively resolving inquiries.

Backed by Leading Strategic Investors

We are funded by some of the top Fintech institutional investors in Canada, leading venture capital firms, as well as a group of experienced angel investors and d1g1t clients.

Industry Recognition

What Customers Say About Using Our Wealth Management Platform

“The quality of d1g1t’s leadership team, the strength of its offerings and the singularity of its approach is a combination that none of its competitors within the industry can meet, so expanding our relationship with them was an easy decision. Having the proper technology framework in place is crucial not only to serving our existing businesses but also to expanding our presence internationally, especially in the U.S. wealth management space.

Darie Urbanky

President and Chief Operating Officer, CI Financial

“Our business is built on deep and trusted relationships with clients who come to us to translate the complexity of their lives into measurable value, which often requires highly technical and customized solutions. The d1g1t wealth management platform has solved one of our biggest challenges: to deliver against challenging and large complicated mandates from clients in a way that builds trust while continuing to achieve growth in our business so we can bring this approach to more clients.”

Kevin Burkett

Partner and Portfolio Manager, Burkett Asset Management Limited

“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

Are You Ready to Go Digital?