Secure Digital Experience for Advisors and Clients
Designed to transform the patchwork of legacy systems, d1g1t is a single, integrated platform that offers seamless workflows that are intuitive and easy-to-use by the entire firm. The workflows cover the wealth advisory life cycle including reporting, full portfolio management, trading and rebalancing, IPSs/mandates, compliance, fee administration and client engagement.

Manage Clients

• Analyze portfolios in real-time with institutional-grade analytics across diverse assets (equity, fixed income, options, futures, alternatives, private equity), measuring comprehensive net worth including custodied and off-balance sheet assets.
• Integrate the complete investor profile—risk tolerances, goals, IPS’s, and investment accounts—while measuring portfolio performance, exposure, and risk with sophisticated analytical tools.
• Project income, liquidity, and wealth for proactive decision-making and deliver comprehensive reporting via modern client portal and mobile applications.

Manage Portfolios

• Create, share, and centrally manage model portfolios and blended benchmarks, integrating them seamlessly into trading and reporting workflows.
• Track real-time portfolio allocation and risk breaches, establishing d1g1t as your investment book of record.
• Conduct efficient single and bulk trading operations with intuitive rebalancing workflows, FIX protocol execution, and comprehensive fund management with full look-through capabilities.

Manage Business

• Generate comprehensive business insights and track KPIs across all organizational levels (business lines, regions, advisors).
• Drive operational efficiency through integrated reporting, billing, trading, and compliance workflows that leverage a single source of truth and a intuitive, modern interface.
• Centralize vital documents in a secure vault with seamless publishing capabilities to client portal and mobile apps, enhancing information accessibility and security.