Wealth & Private Banking › Portfolio & Wealth Management › Rebalancing

d1g1t

Enterprise wealth management platform powered by an institutional-grade performance and risk engine.

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Overview

d1g1t is an enterprise wealth management platform built on an institutional-grade performance and risk engine, providing on-demand analytics across integrated workflows. It supports portfolio management and rebalancing alongside reporting, billing, trading, compliance and client engagement in a single system.

Used by RIAs, multi-family offices, broker-dealers and bank advisor networks, d1g1t helps firms replace legacy systems and drive scale and operational efficiency.

Key Features

+ Portfolio management and rebalancing
+ Institutional-grade performance and risk engine
+ On-demand portfolio analytics
+ Integrated trading and compliance
+ Reporting and billing workflows
+ Client engagement tools

Integrations

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