Toronto wealthtech firm d1g1t has rolled out a sweeping upgrade to its enterprise platform, re-engineering its core data and processing layers to deliver what it calls “unprecedented speed, scalability, and resilience” for advisors and their clients.
The company—whose platform is used by RIAs, multi-family offices, broker-dealers, custodians, and bank advisory networks—says the new architecture is designed to help firms accelerate their transition to a fully digital operating model while supporting millions of accounts without performance trade-offs.
At the heart of the update is a rebuilt back-end engine capable of completing complex, computation-heavy operations such as reporting, rebalancing, and billing at dramatically faster speeds. d1g1t says the enhancements allow for a smoother, more responsive user experience across the enterprise platform, client portal, and mobile app, with uninterrupted access across all touchpoints.
“This new version is not just an upgrade; it’s the foundation for the next generation of innovation in wealth management technology,” said Benoit Fleury, Chief Product Officer and Co-founder of d1g1t. “Every enhancement reflects our deep understanding of what wealth management firms need to thrive—powerful technology that doesn’t just perform better but actively strengthens the relationship between advisors and their clients.”
Faster, Bigger, and More Reliable
According to the company, platform performance improvements span several core areas:
- Faster processing: Reduced load times during real-time calculations, processing cycles, and data rendering.
- Enhanced scalability: Ability to handle millions of accounts and render list views with thousands of objects in seconds.
- Improved reliability: Upgraded core components to minimize disruptions during critical workflows.
- Stronger security management: New capabilities allow users to link research documents directly to individual securities, improving due-diligence workflows.
New Capabilities for Client and Portfolio Management
Alongside the architectural overhaul, d1g1t is introducing new advisor-facing tools aimed at deepening client engagement and streamlining portfolio workflows.
Advanced analytics and contextual intelligence now allow advisors to record detailed client events, take rich notes, and access expanded security profiles—all designed to turn raw portfolio data into actionable insights.
Portfolio teams will also see improvements through advanced cash and trade management, including pro-rata cash operations, enhanced UMA sleeve functionality, and a redesigned Recommended Trade page with custom views and bulk-action options.
On the client-relationship front, d1g1t has enhanced contact management, adding streamlined document viewing, centralized note-taking, and improved tracking of relationship history to support more personalized service delivery.
“By streamlining workflows and accelerating complex operations, we’re freeing up advisors to focus on what they do best: delivering quality advice with trusted analytics and building meaningful client relationships,” said Dr. Dan Rosen, CEO and Co-founder of d1g1t. “When advisors can operate more efficiently and clients can engage on their terms, everyone wins.”
The upgrade underscores d1g1t’s push to cement itself as the enterprise-grade operating system for modern wealth management—one built to scale as firms grow and as client expectations continue to shift toward always-on digital experiences.
Leave a Reply