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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.
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Andrew Aziz discusses how advisors more than ever require better integration of goals-based planning, behavioral finance and investment management.
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Welcome to the d1g1tal Newsletter, where we will keep you, the d1g1t community, apprised of recent news and exciting developments at d1g1t and we share a forum to exchange ideas.
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Partnership Brings Together Best-of-Breed Data Aggregation Solution, and Institutional-Grade Portfolio and Client Management Platform for High-Net and Ultra-High-Net Worth Advisors and Multi-Family Offices
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Despite the sophistication of today’s tech offerings, many firms and advisers face an uphill battle in building an integrated tech stack that provides everything they need.
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CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform
Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial
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The 2020 ARPM Quant Bootcamp Features Presentation from Dr. Dan Rosen
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