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TorreBlanc is excited to spotlight 'd1g1t' as our inaugural vendor profile. Throughout our interactions, we have found them to be exceptionally collaborative, engaging, and passionate about their product. We extend our gratitude to d1g1t for their willingness to participate in our vendor spotlight series and are confident you will find their insights valuable.
In 2025, several key trends are poised to reshape the wealth management landscape. The increasing demand for digital experiences continues to drive innovation, with investors expecting sophisticated, interactive portals that provide two-way communication with advisors, comprehensive portfolio views, advanced analytics, personalized goals-based tracking, targeted digital content, and seamless interactions that extend beyond legacy portals to interactive white labeled portals and mobile apps.
However, this digital transformation goes beyond mere convenience - it's becoming a crucial differentiator in a competitive market. “Welcome Investor Name” does not cut it anymore. True personalization emanates from capturing the unique objectives, risk profile, liquidity constraints and investment preferences of an investor and delivering a targeted investment portfolio that is consistent with the investor’s aspirations. It also emanates from a service model that facilitates connections, improves communications and enhances experiences.
We're seeing wealth management firms prioritize three core areas: a customer-first approach that emphasizes omnichannel interactions, enterprise-wide digital transformation to boost operational efficiency, and the adoption of smart technologies to enhance decision-making capabilities. These trends reflect a broader industry shift where successful wealth management professionals aren't just leveraging technology to streamline operations but are using integrated enterprise platforms to provide more informed, timely advice to their clients. While digital tools are essential, the human element remains critical - investors still turn to their advisors for complex decision-making, making it vital for wealth managers to be equipped with advanced analytics capabilities.
The balance between digital innovation and personalization is becoming increasingly important as firms position themselves for a more customer-centric and efficient future in wealth management. The implementation of cloud-native integrated wealth management platforms that span across the wealth advisory lifecycle will help firms enhance operational efficiency, streamline fragmented workflows and optimize processes, and improve scalability to accommodate for future growth. These platforms that offer next-generation integrated investor portals and mobile apps will position firms to become more flexible enabling them to quickly address evolving market demands and client expectations.
We believe AI will allow us to address the fundamental issues that have been plaguing advisors’ productivity for years.
Numerical reconciliations
Treatment of off-balance sheets, including private assets and private equity investments.
Trading efficiency and alerts
As well as increase the productivity of developers which will allow software vendors to create new offerings at a groundbreaking pace.
We also believe AI will become the 'third' arm of the advisor, acting not only as an assistant that will be able to put together a summary of the last meetings with action items for the advisor, but also helping to contextualize the current state and actions on a client portfolio in relation to the investor's current conditions. Additionally, it will provide insights to the advisor based on client communication details that could have been missed, enabling the advisor to have a broader outreach to clients. For example, automatically checking at the beginning and of the year for client contributions to register accounts and automatically messaging those who have not contributed, or that have room, hence providing an extra touch point that will make the investor feel that they are being taken care for properly.
In a nutshell, AI will become an assistant that will empower the advisor to have more insightful conversations with their clients, as well as helping them with a deeper reach in their books of business allowing them to provide a much better service to even the low AUM investors. Resulting in more referrals as well as a higher probability of more money coming from that investor.
d1g1t was founded in 2017 by a team of Quants, serial software entrepreneurs, and wealth industry veterans with more than 25 years of proven leadership experience including two successful exits. Our founders Dr. Dan Rosen, Philippe Rouanet, and Benoit Fleury started and grew successful technology businesses, built innovation and end-to-end business teams, and designed and delivered successful financial technology products. With extensive experience building and implementing risk and portfolio management systems for many of the top Banks, institutional asset managers, hedge funds, pensions, banks, insurance and regulators worldwide, they founded d1g1t to empower wealth management professionals to deliver a superior client experience, simplify operations, and efficiently scale their business—all through a single, integrated platform designed specifically for the unique needs of the industry. Today, we serve many of the largest and most well-known multi-family offices, RIAs, independent advisors, broker-dealers, RIA aggregators, and banks. We’ve won awards for client communications, consolidated reporting, portfolio management, family office solutions, and innovation.
Our typical clients include RIAs, Multi-family Offices, Broker Dealers, and Bank Advisor Networks.
Unlike other solutions, d1g1t is built specifically for wealth management combining industry-leading technology, institutional-grade analytics, and an intuitive modern interface to offer a comprehensive solution that goes beyond traditional reporting to focus on dynamic client engagement and a seamless wealth management experience. Below are five key differentiators:
Unparalleled User Experience for Advisors and Clients
d1g1t delivers the most advanced, interactive platform in the market, allowing advisors to access critical insights and analytics in real-time. With a fully integrated client portal and mobile app, the platform offers the best digital experience that enables meaningful, on-the-fly engagement. Advisors are equipped to respond to client inquiries instantly, backed by analytics that are both powerful and easy to interpret. This dynamic interaction fosters a stronger, more responsive client-advisor relationship and meets the growing demand from tech-savvy investors for real-time insights and a holistic view of their portfolios.
Comprehensive Enterprise Platform for End-to-End Wealth Management
d1g1t serves as a central hub bringing together the management of clients, portfolios, and the business in one platform. Designed to be used by everyone in the firm, from advisors to senior management, the platform covers key aspects of the wealth management lifecycle—client advisory, portfolio management, compliance, trading, reporting, billing, and document management. An enterprise-level dashboard provides real-time visibility into key organizational metrics, allowing leadership to monitor performance and make informed decisions quickly. By driving operational efficiencies through streamlined workflows, d1g1t enhances productivity, making it easier for firms to deliver high-quality service at scale.
Advanced Analytics Embedded into Advisor Workflows
d1g1t distinguishes itself with its powerful institutional-grade analytics engine, which supports complex household structures, multi-asset portfolios, and the inclusion of both traditional and alternative investments. By integrating analytics directly into the advisor workflow, d1g1t empowers advisors with insights into performance, exposures, risk, and scenario-based analytics. This capability allows firms to provide a full, accurate picture of clients' total wealth, including off-book assets and private equity investments, through versatile reporting and real-time data aggregation from multiple custodians.
Modern, Modular Architecture
d1g1t's platform is built with a modular, open API-based architecture that supports seamless integration with other systems, scalability, and the ability to activate new modules effortlessly. This flexibility enables firms to connect to third-party applications, leverage external analytics, and expand operations as needed with minimal disruption. With single sign-on capabilities and a modern infrastructure, d1g1t allows firms to optimize workflows and scale efficiently without compromising on performance.
Built by a World-Class Financial Engineering Team
The d1g1t platform is the product of a highly experienced financial engineering team with deep expertise in finance, technology, and operations. Our team has designed and implemented complex systems at leading investment banks, asset managers, stock exchanges, and wealth management firms.
The platform covers key aspects of the wealth management life cycle and includes the following modules:
Client Advisory
The user-friendly platform enables advisors to easily prepare for client meetings and monitor client portfolios. Advisors can analyze and review clients’ portfolios in real time using institutional grade analytics and powerful simulation tools.
Digital Client Tools
The interactive, white labeled client portal and mobile app (iOS/Android) enables firms to promote their brand (advisor photos and contact details), keep clients engaged, and elevate their client service. Firms can provide clients with 24/7 access to their portfolio and two-way sharing of documents such as news articles, statements, etc.
Client Reporting
Produce personalized client statements and comprehensive regulatory/tax reports using a highly distributed reporting infrastructure.
Model Management
Manage model portfolios and blended benchmarks in a centralized location. Create and share your models with other users and seamlessly integrate them within your trading and reporting workflows.
Portfolio Compliance
Track portfolio allocation and risk breaches in real-time. Make d1g1t the investment book of record.
Trading and Rebalancing
Conduct single and bulk trading operations efficiently. Rebalance portfolios using intuitive workflows and execute your trades efficiently via FIX protocols.
Document Management
Centralize vital documents in a secure vault. Seamlessly publish documents to your client portal and mobile apps.
Billing
Simplify the calculation of management fees using a powerful multi-currency fee engine that supports complex schedules and payment terms.
We often hear that our super fast calculation engine and easy-to-use intuitive user interface are key drivers for prospects selecting d1g1t. Firms using the platform report that it enables them to offer a differentiated client experience enriched by high-quality data, advanced analytics and reporting, provides their clients with a more holistic view of their balance sheet and investments, and boosts operational efficiency.
For example, Multi-Family Offices using d1g1t frequently tell us they selected our solution because we understand their business, the platform is designed to take a household or top-down holistic view, and the expertise of our financial engineering team. The household dashboard enables advisors to view, monitor, and compare portfolios across a single client, multiple households or accounts to assess the total portfolio performance focusing on YTD, MV, capital gains, return percentages, volatility, and cash available. For example, an advisor can compare in real-time the overall return vs. growth model to show a client their returns since becoming a client ten years ago. Highly intuitive views and look-throughs allow advisors to walk clients through cumulative gain graphs, market value graphs, total gains, and withdrawals in real-time. The goals section allows advisors to work with their clients to identify risk appetite and establish investment goals.
We have a prescriptive implementation model that has been built to provide white glove high touch support provided by experienced financial engineers who have deep finance, technology and operations expertise. Our Client Services team, Business Analysts, and Financial Engineering teams work closely with our customers to execute our proven implementation process and methodology which includes continuous communication and support after the initial deployment.
Is it cloud native?
Yes, d1g1t is a cloud native platform.
Is it multi-tenant?
Yes.
Who is your cloud provider?
We use Amazon Web Services.
What steps do you take to ensure client data is secure?
d1g1t’s wealth management platform is SOC 2 Type II Certified validating it as a trusted and secure technology with effective controls in place to safeguard data.
We hope you found this article insightful. We will be profiling more vendors in the near future and we also welcome your feedback. You can find out more about d1git by visiting their website and also download their brochure here.
