Victoria’s Burkett Asset Management has implemented d1g1t‘s enterprise wealth management platform to streamline the wealth management lifecycle.
Burkett manages over $300 million in institutional and private client assets and plans to use the d1g1t platform to elevate client engagement with a modern client portal and engaging native mobile iOS and Android apps.
“We are honored that Burkett, a progressive firm serving high-net-worth families, selected the d1g1t platform to digitize their front and back-office operations,” said Dr. Dan Rosen, CEO and Co-founder, d1g1t.
“The technology integration enables Burkett to offer a differentiated client experience enriched by high-quality data, analytics, and reporting.”
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.
“Our business is built on deep and trusted relationships with clients who come to us to translate the complexity of their lives into measurable value, which often requires highly technical and customized solutions,” said Kevin Burkett, Partner and Portfolio Manager, Burkett Asset Management Limited.
“The d1g1t wealth management platform has solved one of our biggest challenges: to deliver against challenging and large complicated mandates from clients in a way that builds trust while continuing to achieve growth in our business so we can bring this approach to more clients.”
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