Category: Uncategorized

Longtime Strategic Partner and Investor CI Financial Leads Round

New Investors Include National Bank of Canada's Corporate Venture Capital Arm NAventures and U.S. Venture Capital Firm MissionOGMore

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Andy Aziz discusses in a new article published in ThinkAdvisor how wealth managers are swimming against the current in today's increasingly digital environment without an attractive, user-friendly mobile application.More

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Welcome to the second edition of the d1g1tal Newsletter. In a year where a global pandemic has turned our world upside down, we have been very fortunate to continue enjoying extraordinary growth. More

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Wealth Solutions Report recently sat down with d1g1t’s Chief Strategy Officer to discuss the lay of the land in Fintech.More

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In this interview with WealthTech Club, d1g1t’s CEO Dr. Dan Rosen unveils the history of the company, its current focus, and discussed various industry trends.More

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Companies Team to Provide Top Analytics and Risk Tools with Leading Financial Planning Solutions to Financial Service Firms, Creating a Best of Breed Tech Solution

Top Canadian Wealth Management Firm Investment Planning Counsel is First to Leverage Partnership

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Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy

The Company Also Announces its Platform is Now Fully Live for KJ Harrison, a Prominent Wealth Management Firm in CanadaMore

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In a new article new article in Digital Wealth News, Andrew Aziz writes how independent advisory firms are facing increased urgency to deliver their financial advisors wealthtech that better serves the complex needs of high-net-worth investors.More

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In the United States fintech wealth management space, it’s easy to forget about our neighbors to the north, but recent expansion in America among certain Canada-based firms are starting to get more attention.More

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Andrew Aziz discusses how advisors more than ever require better integration of goals-based planning, behavioral finance and investment management.More

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