d1g1t
Curated by SignalWealth management software suite enhancing advisory services with analytics.
Overview
d1g1t is a company that offers a wealth management software suite aimed at improving the operations of financial advisory firms. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. It is designed for financial advisors and includes analytics and risk management tools that allow for the development of personalized investment strategies tailored to individual client profiles. The platform emphasizes secure, real-time data aggregation and compliance features, which are intended to enhance operational efficiency and client engagement. Additionally, d1g1t's application programming interfaces (APIs) facilitate integration with external financial services.
Key facts
- Founded
- 2014
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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Open roles
9 rolesSr. Program Manager
Toronto, Ontario, Canada · On-site · Volunteer
Solutions Engineer
Toronto, Ontario, Canada · On-site · Volunteer
VP, Finance
Toronto, Ontario, Canada · On-site · Volunteer
