D1g1t
d1g1t, headquartered in Toronto, Canada, is the first enterprise wealth management platform powered by institutional-grade analytics and risk management tools, serving over 70 top wealth management institutions across Canada and the U.S.
Company Overview of d1g1t
d1g1t is a Toronto, Canada-based company that offers a comprehensive enterprise wealth management platform. Founded in 2016-2017 at the Fields Institute, d1g1t delivers institutional-grade analytics and risk management tools to wealth management firms. The platform provides an end-to-end solution to manage the entire advisory business, enhancing the quality of advice and value demonstration for clients. d1g1t is active in the fintech, finance, math, and engineering communities in Toronto and internationally.
d1g1t's Wealth Management Services
d1g1t offers an enterprise wealth management platform that integrates technology with institutional-grade analytics, covering all asset classes, including off-book assets, private equity, and alternatives. The cloud-based platform supports multi-currency, multi-asset class portfolios and provides full coverage analytics. Key features include interactive portfolio tracking, efficient portfolio construction, automatic rebalancing, and an enterprise advisor dashboard summarizing key metrics. The platform also supports the aggregation of diverse data sources such as custodians, brokers, and funds.
d1g1t's Client Base and Market Reach
d1g1t serves over 70 top wealth management institutions across Canada and the U.S., managing more than $200 billion in assets under management (AUM). The platform supports over 400,000 accounts for 150,000+ clients and has over 6,000 advisor users. This extensive client base and market reach underscore d1g1t's significant role in the wealth management industry.
Technological Integration and Platform Capabilities of d1g1t
The d1g1t platform is designed to transform legacy systems into a single, integrated wealth management advisory lifecycle solution. It enables seamless integration of technology, providing a modern client digital experience alongside institutional-grade analytics. The platform facilitates an automated investment strategy by connecting individual risk tolerances, funding plans, and financial goals. It also supports interactive portfolio tracking, efficient portfolio construction, and automatic rebalancing capabilities. d1g1t's enterprise advisor dashboard helps senior management and client advisors visualize and monitor organizational activities easily.
Recognition and Certifications of d1g1t
d1g1t has received significant recognition in the wealth management industry, being named a finalist for the Family Wealth Report Awards 2024 in three categories: Client Communications, Consolidated Reporting, and Portfolio Management. Additionally, the company has achieved SOC 2 Type II certification, demonstrating its commitment to data security and privacy. These accolades validate d1g1t's position as a trusted provider of wealth management solutions.