1st enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
We empower wealth management firms to transition into a new business model that is driven by technology and analytics, and provides a richer experience for their clients.
For this purpose, we have built an innovative cloud-based technology platform, powered by advanced analytics, for financial advisers and their clients. d1g1t delivers:
Great transparency and enhanced communication that generate trust and an enriched client experience.
Goal-based investment and risk analytics
Sound investment decision support, based on individualized goal-based portfolio management, sound risk management and investment analytics.
An end-to-end platform to scale the business, based on advanced enterprise-wide portfolio and client management capabilities.