PLATFORM | WHO WE SERVE | WHY D1G1T | COMPANY | RESOURCES
The Wealth Management Platform Your Clients Wish You Had
OUR VALUED CUSTOMERS
Used by Top Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks
VISION
Increase operational efficiencies. Drive revenue growth.
Elevate the quality of advice.
Powered by an institutional-grade performance and risk analytics engine our modern enterprise wealth management platform empowers firms to transition to a digital business model that streamlines workflows, arms advisors with real-time intelligence, and delivers the best digital client experience.
WHAT OUR USERS ARE SAYING
“d1g1t provides an unparalleled end-to-end platform to run a modern advisory business which enables advisors to manage much bigger books more efficiently. Advisors and business leaders can now manage their business in real-time through business intelligence and continuity reports, advisors can focus on value-added activities, and their families and clients can get full transparency through an integrated client experience and modern reporting.”
Som Seif
CEO, PURPOSE FINANCIAL
NEVER DELIVER
A POOR CLIENT EXPERIENCE EVER AGAIN.
Give clients 24/7 on-demand access to dynamic views of their investments through an engaging client portal and mobile app (iOS and Android). Demonstrate value to clients by delivering a personalized digital experience.
FPO
NEVER SAY
“CAN I GET BACK TO YOU?” TO CLIENTS EVER AGAIN.
Empower advisors with real-time intelligence they need to answer client questions on the fly. Through the interactive advisor portal, easily monitor and manage complex client portfolios with a broad range of holdings.
FPO
NEVER LOSE SIGHT OF WHAT’S HAPPENING ACROSS THE BUSINESS EVER AGAIN.
Our enterprise-level dashboard summarizes key metrics and allows senior management to visualize and monitor interactively what’s happening across and at any level of the organization.
FPO
CASE STUDY
See how BBR Partners use d1g1t’s wealth management platform to deliver a digital experience for ultra-high-net-worth clients.
COMPANY
A Great Client Experience Starts with A Great Advisor Experience
It’s all about optimizing the client advisor engagement, providing full transparency, and exceeding client expectations.
OUR PRODUCT
The integrated platform performs all mission-critical activities across all aspects of the wealth management life cycle.
So much more than a reporting tool
ONE INTEGRATED PLATFORM | ONE MODERN UI | ONE SOURCE OF TRUTH | ONE DIGITAL EXPERIENCE
Explore what’s new at d1g1t
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