milissa.gravois
Acronym
d1g1t, Inc.
Product ID
d1g1t
Description

All-in-One SaaS-based advisor platform for investment professionals

Images
Image
d1g1t Advisor Portal
Details
  • Analyze complex multi-asset portfolios including equities, fixed income, alternatives, and private equity.
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d1g1t client portal
Details
  • Self-serve white labeling capabilities enables firms to promote their own brand – color schemas, company logo, advisor photos and contact details to deliver a differentiated experience.
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d1g1t overview
Details
  • Enterprise-wide visibility through advanced dashboard analytics. Our analytics engine turns complex portfolio data into actionable intelligence - tracking critical KPIs, and revealing powerful insights on investment performance.
Features

Enterprise wealth management platform powered by institutional-grade performance and risk engine

Vendors
d1g1t, Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Billing
Compliance
Data Aggregator
Document and Form Management
Integrated Platform
Portfolio Management
Reporting
Trading & Rebalancing
UHNW Technology
Website/Portal
Ad Hoc Tags
DoubleClick Tags

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