PWL Capital has selected d1g1t’s institutional-grade enterprise wealth management platform to modernize operations and give advisors real-time insights to make confident decisions and strengthen client relationships.
Montréal’s PWL, a OneDigital Company, says the move is “aligned with their mission to deliver highly personalized client experiences.”
“Partnering with d1g1t allows us to streamline our operational workflows to better manage our business, clients, and portfolios,” posits Phil Casarotto, Chief Operating Officer at PWL.
By consolidating portfolio management, trading, performance reporting, compliance, billing, and client engagement on a single integrated platform, PWL Capital will eliminate manual spreadsheet-driven processes, simplify workflows, and create the operational capacity to scale, according to Casarotto.
“As we continue to pursue growth, we needed a partner capable of scaling with us,” he says.
Toronto-based d1g1t’s “modern, API-driven architecture designed for speed and scalability will allow us to eliminate time-consuming manual processes, while putting real-time data directly in the hands of our advisors, empowering them to make smarter decisions and build deeper client relationships,” Casarotto stated.
PWL will leverage d1g1t’s enterprise platform, purpose-built to operate fully in both French and English, for its advisor-facing workflows to the client portal and mobile app.
Powered by institutional-grade analytics, d1g1t’s enterprise wealth management platform delivers a fully integrated solution providing instant access to critical information, empowering advisors to boost productivity.
Philippe Rouanet, a cofounder d1g1t, is “excited to collaborate with PWL Capital and proud to support their vision of what modern wealth management looks like.”
“Together, we’re introducing system-driven processes, equipping their advisors with superior tools to serve clients more meaningfully, streamlining trading and compliance processes, and building the operational efficiency needed to scale while delivering the digital-first experience today’s investors expect,” the Canadian entrepreneur stated.
Institutions taking advantage of the Ontario firm’s fintech include Calgary’s Northern Light, Chicago’s Gresham, Victoria’s Burkett Asset Management, and Virgo Digital Asset Management. RBC has invested.
Last year, d1g1t unveiled a sweeping upgrade to its enterprise platform.
PWL was founded in Montreal in 1996.
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