D1g1t Launch Promises ‘New Level of Efficiency’ for Wealth Management

Wealth management innovator d1g1t this week announced the launch of a new framework targeting portfolio managers.

Toronto’s d1g1t has unveiled its Trading Unified Managed Accounts framework, integrated into the firm’s existing enterprise wealth management platform.

This enables custodian accounts to be subdivided into distinct sleeves, each linked to a specific investment model portfolio. Sleeves can be created manually or automatically by the platform to reflect targeted allocations across multiple models.

This framework reduces the cost and complexity associated with the implementation and management of sophisticated investment strategies that rely on multiple models or third-party managers, according to Benoit Fleury, a cofounder of d1g1t who serves his company as chief product officer, while enhancing reporting transparency and performance insight.

“With today’s product release, we are introducing a new level of efficiency and cost savings for our clients,” he stated, “enabling them to unlock additional opportunities to optimize their investment processes while reducing administrative overhead.”

Portfolio managers can execute bulk rebalancing operations across multiple accounts simultaneously, allowing for personalized investment strategy at scale.

“This innovation reaffirms our commitment to delivering cutting-edge trading solutions that empower RIAs, Multi-Family Offices, and Broker-Dealers to dedicate more time to serving clients and scaling their businesses,” said Fleury.

In September, d1g1t launched a revenue management and billing solution powered by a multi-currency, scalable calculation engine that supports complex scenarios.

“For firms seeking ways to spend more time engaging on strategic high value activities and less time on back-office administrative tasks, our solution drives flawless billing cycles and modernizes the revenue management process,” Fleury said at the time.

For example, Chicago’s Gresham, which provides investment and wealth planning services to a group of high-net-worth individuals and families across approximately $9 billion in assets, tapped d1g1t in April.

More recently, Victoria’s Burkett Asset Management implemented d1g1t‘s enterprise wealth management platform. Burkett manages over $300 million in institutional and private client assets.

The fast-growing d1g1t was founded in 2016 CEO Dan Rosen alongside Philippe Rouanet and Fleury.