Analytics

It’s not simply about taking what you’re currently doing & making it more efficient. It’s about enabling a whole new set of capabilities that you’ve never had before.

 
Risk lifecycle
 
The d1g1t platform was created to transform the patchwork of legacy systems with a single, integrated platform that manages the entire wealth management advisory lifecycle through a seamless workflow that is highly intuitive and easy-to-use.

Portfolio Hierarchy d1g1t’s comprehensive enterprise-level dashboard summarizes key metrics and helps senior management and decision-makers visualize and monitor what’s happening at any level of the organization – firm-wide, by advisor, by business unit, strategy, center of influence, mandate – and take necessary action.