d1g1t

Still relying on fragmented systems or batch-driven portfolio updates? There’s still time to register for our webinar on October 28 at 1:00 PM ET and see how institutional-grade analytics can help advisors access more consistent portfolio intelligence, respond to client questions faster, and support AI-enabled workflows. Join Benoit Fleury, Jovan Nedeljkovic, and Graham G. as they share their insights and experiences collaborating with some of the largest wealth management firms, RIAs, and Multi-Family Offices. Reserve your spot today: https://bit.ly/3V6X5uF #WealthManagement #FinancialAdvisors #WealthTech d1g1t

What does it take to give advisors trusted portfolio intelligence when client questions cannot wait? Join d1g1t on October 28 at 1:00 PM ET for a live webinar on how institutional-grade analytics can support consistent performance data, complex portfolio analysis, and AI-enabled advisor workflows. Register here: https://bit.ly/3V6X5uF #WealthManagement #PortfolioAnalytics #FinancialAdvisors

Advisors are losing time to meeting prep, reporting requests, portfolio reviews, and follow-up tasks that AI can now help reduce. Join d1g1t on July 22 at 1:00 PM ET to see how AI is being embedded directly into advisor workflows, with governed insights, audit trails, and advisors still in control of every decision. Register now: https://lnkd.in/eV6_jZqg #WealthManagement #AdvisorTech #WealthTech

Multi-family office portfolio management shouldn’t require stitching together spreadsheets from multiple custodians. Backed by the same institutional-grade analytics engine selected by RBC Wealth Management, d1g1t gives investment teams a single source of truth. Run risk analytics, manage multi-asset portfolios, and view real-time performance across your entire book of business on one platform.

Multi-family offices need more than portfolio reporting. Featured in the Financial Times, d1g1t helps wealth managers move beyond disconnected systems and stale reporting with a real-time view of complex wealth across private equity, real estate, trusts, holding companies, and multi-generational family structures.

Sophisticated families don’t want to wait for static monthly PDFs to understand their wealth. As highlighted in the Financial Times, d1g1t supports the shift toward on-demand, interactive digital experiences. Its intuitive client portal gives families a clear, real-time view of their total wealth, and enables them to securely interact with their advisor.