- Service Name
d1g1t
- Industry
Financial Services, Wealth Management, Digital Platforms, Financial Technology
- Main Value Proposition
d1g1t offers a comprehensive wealth management solution that enhances client experience and operational efficiency through advanced analytics and a modern digital interface.
- Description
d1g1t is a digital wealth management platform that empowers financial advisory firms to enhance their client services through advanced analytics and streamlined operations. It provides tools for managing portfolios, client interactions, and business operations in a cohesive digital environment.
- Key Features
Integrated platform for managing operations and clients at scale; Real-time intelligence for advisors to manage complex portfolios; 24/7 client access through a dynamic client portal and mobile app; Enterprise-level dashboard for senior management to visualize key metrics
- Use Cases
d1g1t is most valuable for financial advisors, portfolio managers, and client administrators who need to manage client portfolios, streamline operations, and enhance client engagement through digital tools.
- Competitive advantages
Unparalleled end-to-end platform for modern advisory businesses; Ability to manage larger client portfolios more efficiently; Real-time business intelligence and continuity reports for better decision-making
- Strengths
The platform's strengths lie in its comprehensive features that cover the entire wealth management lifecycle, its focus on enhancing the advisor-client relationship, and its ability to provide transparency and real-time insights.
- Positioning
d1g1t positions itself as a modern, digital-first wealth management platform that empowers firms to deliver high-value services in a competitive landscape.
- Audience
The target users include financial advisors, multi-family offices, registered investment advisors (RIAs), and broker-dealers who seek to improve their service offerings and operational efficiency.
- CTA
Discover our Solution
- Tags
Wealth Management
Digital Platform
Client Experience
Financial Advisory
- Tagline
The Wealth Management Platform Your Clients Wish You Had.
- Tone of Voice
Professional, innovative, supportive
- Differentiation
d1g1t stands out in the market by providing an all-in-one platform that integrates various aspects of wealth management, allowing firms to transition to a fully digital business model while maintaining high-quality client service.
- Brand Positioning
The brand identity of d1g1t emphasizes innovation, transparency, and a commitment to enhancing the client experience through technology.
- Founded
2017-01-01
- Founders
Benoit Fleury
Dan Rosen
Philippe Rouanet