Gresham Partners this month selected Toronto’s d1g1t to help power its financial management services for the ultra wealthy.
Chicago’s Gresham, which provides investment and wealth planning services to a group of high-net-worth individuals and families across approximately $9 billion in assets, aims to leverage the offerings of d1g1t, a Canadian fintech that supplies advisors and others with an institutional-grade wealth management platform.
“We’re excited to welcome Gresham Partners to our growing multi-family office ecosystem in the US,” stated d1g1t cofounder Dan Rosen, “and to work with their team to roll out the d1g1t platform to help them enhance their advisor experience, forge stronger client-advisor relationships, and increase operational efficiencies.”
D1g1t’s platform enables firms to elevate the quality of their advice and demonstrate its value to clients, the company says.
Indeed, it was created to transform the patchwork of legacy systems with a single, integrated platform that manages the entire wealth advisory life cycle through an intuitive workflow.
Ted Neild, chief executive officer of Gresham Partners, says his firm selected d1g1t’s fintech after conducting “an exhaustive search and due diligence process to evaluate multiple wealth management technology solutions.”
“We were most impressed with the capabilities of the d1g1t platform,” he said, “along with the depth, expertise, and experience of their financial engineering team.”
“With their emphasis on helping us deliver an enhanced, differentiated client experience, we felt d1g1t was the best solution for Gresham to drive business value and support our growth goals,” Neild concluded.
Rosen believes the two companies align well as his team aims to rise to the challenge that Gresham’s clients present to d1g1t.
“We understand that Gresham’s clients—who include retired business owners, corporate executives, and professional investors—have the highest of standards and will not settle for anything but the best,” said Rosen, CEO. “We’re looking forward to partnering with the Gresham team to deliver on this commitment.”
Since 2016, d1g1t has equipped financial client-facing advisors, back-office teams, and senior management with operational efficiencies and powerful intelligence in real-time.
The fast-growing company was founded by Rosen alongside Philippe Rouanet and Benoit Fleury.
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