Welcome aboard, Jason de Graaf ! We are thrilled to have you as a Product Owner, where your wealth management experience and insights will help us deliver exceptional products that transform the advisor-client relationship. #WealthManagement #FinTech #d1g1t #MeetTheTeam
d1g1t
Financial Services
Toronto, Ontario 3,881 followers
First enterprise wealth management platform powered by institutional-grade analytics and risk management tools.
About us
d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, and Bank Advisor Networks. The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that provides advanced analytics and risk management tools accross the entire wealth advisory life cycle through a seamless workflow that is highly intuitive and easy-to-use by the entire firm. Much more than a reporting platform, d1g1t equips client-facing financial advisors, back-office teams and senior management with operational efficiencies, portfolio management and powerful intelligence they need in real-time. The company is led by an experienced financial technology team who have developed leading enterprise risk and portfolio management systems for many of the world's top investment banks, institutional and wealth managers, hedge funds, and regulators around the world.
- Website
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http://d1g1t.com
External link for d1g1t
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2017
- Specialties
- FinTech, Risk and Portfolio Analytics, and Wealth Management
Locations
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Primary
366 Adelaide St W
704
Toronto, Ontario M5V 1R9, CA
Employees at d1g1t
Updates
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Welcome to the product management team, Erin (Yining) Huang! We’re glad to have you onboard. Your skills and creativity will play a key role as we continue to enhance our enterprise wealth management platform. #wealthmanagement #Fintech #d1g1t #Meettheteam
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d1g1t has been named one of the Wealth Professional Canada Magazine’s Top 25 Wealth Tech Providers 2024. This esteemed accolade is a testament to our relentless dedication to pioneering innovative solutions that transform the wealth management landscape and make it easier for financial advisors to address the investment needs of their clients. Wealth Professional’s Top 25 Wealth Tech Providers report recognizes technology pioneers who are driving innovation and have demonstrated a remarkable commitment to the advisor community. Discover how d1g1t is shaping the future of wealth management by visiting https://lnkd.in/g9qhTVKJ #WealthTech #WealthProfessionals #WealthManagement #FinancialSolutions #Innovation #WealthSolution #PortfolioManager #InvestmentAdvisor
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Interview: Dr. Dan Rosen, CEO & Co-founder of d1g1t recently sat down with Darcie James Maxwell, the Head of Canadian Operations, Data & Analytics Solutions at BNY Mellon and CIBC Mellon to share insights on how technology is revolutionizing wealth management by enhancing the client-advisor relationship. Listen to the interview for more insights: https://lnkd.in/gWMQgvmV #WealthManagement #WealthTech #FinancialAdvisors #Fintech
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We’re hiring! We’re looking for experienced individuals to join our team: ➡ Sales Engineer ➡ Intermediate Engineer – Infrastructure/Integrations (Client Services) Want to learn, grow, and make an impact? This is an excellent opportunity to join a fast-growing Fintech startup experiencing hypergrowth and to work in a culture of collaboration and innovation where your voice is valued. Sound interesting? Check out the job descriptions and apply: https://lnkd.in/eVWdGhDV #hiring #TechTO #wealthmanagement #wealthtech #fintech #techcareers #fintechjobs
Current Openings
d1g1t.bamboohr.com
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We’re thrilled to announce that Gresham Partners, LLC has selected d1g1t as its enterprise wealth management platform after conducting an extensive analysis of available options in the market. With d1g1t, advisors will have real-time access to all the information they need at their fingertips, increasing their productivity and elevating the client experience. A widely recognized and award-winning Chicago-based multi-family office, Gresham Partners provides investment and wealth planning services to a select group of roughly 120 ultra-high-net-worth individuals and families on approximately $9 Billion in assets. For more details read the press release - link in the first comment. 👇 #wealthmanagement #innovation #wealthtech #fintech #fintechnews #financialadvisors
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d1g1t is honored to be named on the #WealthTech100 list for the second consecutive year. The prestigious list spotlights the world’s most innovative WealthTech companies that are transforming the wealth and asset management sector through technology. Now in its sixth year, the WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management, and digital brokerage. Thanks to FinTech Global and congratulations to all the wealthtech innovators who made the list. 👏 To read the full press release - the link is in the comments. 👇 #wealthmanagementinnovation #wealthmanagement #WealthTech #FinancialAdvisors
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On this episode of the CIBC Mellon Industry Perspectives podcast, Dr. Dan Rosen, CEO & Co-founder of d1g1t joins host Darcie James Maxwell, the Head of Canadian Operations, Data & Analytics Solutions at BNY Mellon and CIBC Mellon to talk about the evolving landscape of #wealthmanagement and the importance of adopting technologies that enhance the client-advisor relationship. Tune in to the full episode to learn why great client experiences start with a great advisor experience: https://lnkd.in/ggYVGHgx #CIBCMellon #WealthTech #FinancialAdvisors
Listen to CIBC Mellon Industry Perspectives: A Conversation with d1g1t on any major podcast platform. https://t.ly/koh7k
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Hiring Alert: d1g1t is currently looking for a Bilingual Financial Engineer to join our growing team! 🚀 We are looking for a bilingual, high-achieving individual that enjoys independent problem solving to join our Financial Engineering team. Your role will be to provide subject matter expertise in quantitative analysis, financial modelling, d1g1t products, client business and the wealth management industry, in order to service our clients as well as our product management and pre-sales teams. You will engage with clients, and work with the product and development teams to design and deliver functionality that will enable advisors to elevate their portfolio and client management, empowering them to thrive in a changing wealth management landscape. Sound interesting? Check out the full job description for more details: https://lnkd.in/gamaf8is Apply today! #opportunity #fintech #fintechjobs #wealthmanagement #wealthtech #d1g1t #hiring #techcareers
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A special thank you to the CIBC Mellon team for hosting our Tech Talk on Rethinking the Wealth Management Advisor-Client Experience. d1g1t's CEO & Co-founder, Dan Rosen, discusses how investors now have greater expectations for the quality of advice, engagement and transparency from their advisors. He explored how technology is empowering advisors with information and tools to meet the demands of today's discerning investors. #wealthtech #wealthmanagement #fintech #TechTalk #d1g1t #investmentmanagement
Dan Rosen, CEO of d1g1t, took the stage at CIBC Mellon’s Fintech Innovation Showcase to talk about the wealth management advisor-client experience. Watch to his tech talk here.
d1g1t Tech Talk @ CIBC Mellon Fintech Showcase
https://vimeo.com/