The Wealth
Management
Platform Your Clients
Wish You Had.
BUSINESS VALUE
Elevate the client experience.
Drive operational efficiencies.
Deliver advice with trusted analytics.
Powered by an institutional-grade performance and risk analytics engine our modern enterprise wealth management platform empowers firms to transition to a digital business model that streamlines workflows, arms advisors with real-time intelligence, and delivers the best digital client experience.
OUR VALUED CUSTOMERS
Used by Top Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks.
OUR PLATFORM
So much more than reporting.
The integrated platform performs activities across the wealth management life cycle to manage operations and clients at scale.
ONE INTEGRATED PLATFORM. ONE MODERN UI. ONE SOURCE OF TRUTH. ONE DIGITAL EXPERIENCE.
PRESS RELEASE
See why Gresham Partners, a $9 billion Chicago-based Multi-Family Office, selected d1g1t’s wealth management platform.
COMPANY
A Great Client Experience Starts with A Great Advisor Experience
It’s all about optimizing the client advisor engagement, providing full transparency, and exceeding client expectations.