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.
Funding
$35.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
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.
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.
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