About d1g1t

d1g1t is an enterprise wealth management platform that utilizes institutional-grade analytics and risk management tools to enhance portfolio management for financial advisory firms. By integrating comprehensive client data and automating investment strategies, d1g1t enables advisors to efficiently manage complex portfolios and improve client engagement.

```xml <problem> Financial advisory firms often struggle to efficiently manage complex client portfolios and demonstrate their value to clients due to limitations in integrating comprehensive data and utilizing institutional-grade analytics. This can hinder their ability to attract new clients and retain high-performing advisors. </problem> <solution> d1g1t offers an enterprise wealth management platform that leverages institutional-grade analytics and risk management tools to enhance portfolio management for financial advisory firms. The platform integrates client data and automates investment strategies, enabling advisors to efficiently manage complex portfolios, including off-book assets, private equity, and alternatives. By providing on-demand analytics and risk management, d1g1t empowers advisors to elevate client engagement, improve operations, and ensure investment objectives are aligned. The platform also offers modern client digital tools and integrated workflows to attract new advisors. </solution> <features> - Institutional-grade analytics and risk management tools covering all asset classes - Integration of client data to automate investment strategies - Real-time business intelligence and continuity reports for business management - Integrated client experience and modern reporting for full transparency - Seamless trade execution through integration - Tools to connect individual risk tolerances, funding plans, and financial goals into an automated investment strategy </features> <target_audience> The primary target audience includes financial advisory firms seeking to enhance their portfolio management capabilities, attract new clients, and retain high-performing advisors. </target_audience> ```

What does d1g1t do?

Where is d1g1t located?

d1g1t is based in Toronto, Canada.

When was d1g1t founded?

d1g1t was founded in 2017.

How much funding has d1g1t raised?

d1g1t has raised 35450000.

Location

Toronto, Canada

Founded

2017

Funding

35450000

Employees

90 employees

Major Investors

MissionOG

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d1g1t

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Executive Summary

d1g1t.com 3K+

Crunchbase

Founded 2017 – Toronto, Canada

Funding

Estimated Funding

$20M+

Major Investors

MissionOG

Team (75+)

No team information available.

Company Description

Problem

Financial advisory firms often struggle to efficiently manage complex client portfolios and demonstrate their value to clients due to limitations in integrating comprehensive data and utilizing institutional-grade analytics. This can hinder their ability to attract new clients and retain high-performing advisors.

Solution

d1g1t offers an enterprise wealth management platform that leverages institutional-grade analytics and risk management tools to enhance portfolio management for financial advisory firms. The platform integrates client data and automates investment strategies, enabling advisors to efficiently manage complex portfolios, including off-book assets, private equity, and alternatives. By providing on-demand analytics and risk management, d1g1t empowers advisors to elevate client engagement, improve operations, and ensure investment objectives are aligned. The platform also offers modern client digital tools and integrated workflows to attract new advisors.

Features

Institutional-grade analytics and risk management tools covering all asset classes

Integration of client data to automate investment strategies

Real-time business intelligence and continuity reports for business management

Integrated client experience and modern reporting for full transparency

Seamless trade execution through integration

Tools to connect individual risk tolerances, funding plans, and financial goals into an automated investment strategy

Target Audience

The primary target audience includes financial advisory firms seeking to enhance their portfolio management capabilities, attract new clients, and retain high-performing advisors.