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Submitted URL: http://d1g1tfinance.com/
Effective URL: https://www.d1g1t.com/
Submission: On February 23 via api from BE — Scanned from DE
Effective URL: https://www.d1g1t.com/
Submission: On February 23 via api from BE — Scanned from DE
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© 2024 d1g1t Inc.
THE WEALTH MANAGEMENT PLATFORM YOUR CLIENTS WISH YOU HAD.
d1g1t is the 1st Enterprise Wealth Management Platform powered by
institutional-grade analytics & risk management tools that enables firms to
elevate the quality of advice and demonstrate its value to clients.
Discover Our Solution Connect With Us
WHAT OUR CLIENTS SAY
“[It’s] imperative to have technology that not only streamlines the
implementation process but elevates the experience for advisors and their
clients... d1g1t augments our capabilities to do all those things.”
Darie Urbanky, President & COO, CI Financial
“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
THE D1G1T ENTERPRISE WEALTH MANAGEMENT PLATFORM EMPOWERS FINANCIAL ADVISORY
FIRMS TO SCALE UP THE HIGH-VALUE, HUMAN SERVICES THAT SETS THEM APART IN AN
INCREASINGLY DIGITAL WORLD
STRUGGLING TO ATTRACT NEW CLIENTS?
Integrate households’ wealth management life cycle by connecting individual’s
risk tolerances, funding plans and financial goals into an automated investment
strategy that demonstrably maximizes the probability of achieving success.
CAN YOU MANAGE YOUR CLIENT’S ENTIRE PORTFOLIO?
Our on-demand institutional-grade analytics and risk management tools, covering
all asset classes, including off book assets, private equity, and alternatives,
allow advisors to take the conversations with their clients to another level.
IS YOUR FIRM ATTRACTING NEW, HIGH PERFORMING ADVISORS?
Make technology a differentiator by offering advisors a seamlessly integrated
desktop with modern client digital tools and institutional-grade analytics,
offered through easy to navigate workflows.
--------------------------------------------------------------------------------
WEALTH PROFESSIONAL: NAVIGATING THE WEALTH TECH EVOLUTION, INSIGHTS FROM D1G1T’S
CEO
Posted on January 10, 2024January 10, 2024
...More
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.
Why Choose d1g1t
D1G1T IS MORE THAN JUST A REPORTING PLATFORM
d1g1t provides advisors with all the information they need at their fingertips
to take the conversation with clients to a different level… and increase
engagement
1. Demonstrate your distinctive value to sophisticated, unique, and demanding
clients.
2. Monitor and manage complex client portfolios with a broad range of holdings.
3. Leverage technology to improve operations, compliance, and the client
experience.
4. Fully integrated risk management tools assure clients investments and
objectives are always aligned.
Our Solution
LEARN HOW D1G1T CAN IMPACT YOUR BUSINESS
Email us at getintouch@d1g1t.com or fill out the form below and we'll be in
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