d1g1t

In 2025, uncertainty is the only certainty. Stay ahead with smart diversification, precise duration management, and goal-based optimization. Discover how to build resilient portfolios in a volatile market. Read more in our latest blog post: https://bit.ly/43UyBHl #WealthManagement #PortfolioOptimization #WealthTech #d1g1t

Future Proof Citywide Starts Now! 🌟 d1g1t is excited to kick off an incredible event in Miami! 🎉 As proud sponsors of The Canadian Lounge hosted by Q Wealth Partners and the WealthTech Executive Hub hosted by F2 Strategy, we’re looking forward to engaging conversations, new connections, and game-changing insights. Keep an eye out for Dr. Dan Rosen, CEO & Co-Founder, and Tate Haymond, Chief Revenue Officer—they’re ready to chat about rethinking wealth management, arming advisors with real-time intelligence, and delivering the best digital client experience. Who’s here at #FutureProofCitywide? Let’s connect! 👇 #WealthTech #FinTech #WealthManagement #FinancialAdvisors

ICYMI: d1g1t wins the Family Office Solution category at the WealthBriefing WealthTech Americas Awards 2025! Our mission has always been to help wealth management firms enhance efficiency, optimize decision-making, and strengthen client relationships—this recognition is a testament to that commitment. 🔗 Learn more: https://lnkd.in/eNX2rHNG #WealthTech #WealthManagement #FamilyOffice #WealthBriefing #FinTech

d1g1t is heading to Future Proof Citywide next week in Miami, Florida, from March 16-19! 🌴 We look forward to connecting with industry leaders, innovators, and peers. Reach out to schedule a time to talk with Dr. Dan Rosen, CEO & Co-Founder, and Tate Haymond, Chief Revenue Officer, at the event—about upleveling the advisor and client experience with innovative technology, and discover how d1g1t delivers scale and operational efficiencies. See you on the beach! 🌅 🔗 Learn more: https://bit.ly/413IZts #FutureProofCitywide #WealthTech #WealthManagement #FinTech

Today we celebrate the brilliant women who drive innovation at d1g1t and beyond. Our diverse team of engineers, analysts, product managers, client experience managers, leaders and visionaries brings unique perspectives that transform how we solve problems and serve our clients. From developing cutting-edge fintech solutions to shaping our company culture, the women of d1g1t exemplify excellence, resilience, and creativity every day. Their contributions aren't just changing our company - they're helping shape the future of wealth management. On this International Women's Day 2025, join us in recognizing these extraordinary professionals and the countless women breaking barriers today and every day! 💪✨ Happy International Women's Day from the Women of d1g1t! #IWD2025 #WomenInFintech #WomenInTech #d1g1tWomen #WealthTech #InternationalWomensDay #AccelerateAction

🚨 We’re Hiring: Senior Financial Engineer 🚨 Are you a financial modeling and quantitative analysis expert with a passion for wealth management? Join us as a Senior Financial Engineer and help drive the successful deployment and adoption of the d1g1t enterprise wealth management platform! In this role, you’ll: ✔️ Serve as the technical subject matter expert for client engagements. ✔️ Manage implementation projects, ensuring smooth data migration and adoption. ✔️ Use quantitative analysis and financial models to enhance client workflows. ✔️ Collaborate with product and development teams to shape solutions. ✔️ Support pre-sales activities and mentor early-career Financial Engineers. If you have expertise in financial engineering, wealth management, and technology-driven solutions, we want to hear from you! 📩 Apply now: https://lnkd.in/gmArhkh2  #Hiring #FinancialEngineering #WealthManagement #QuantitativeAnalysis

Conversations are underway at #T32025 in Dallas this week. 🤝 Stop by Kiosk 24 to discover how the d1g1t institutional-grade enterprise wealth management platform is used by Multi-Family Offices, RIAs, Broker-Dealers and Bank Advisor Networks to drive scale and operational efficiencies, arm advisors with real-time intelligence, and deliver the best digital client experience. Our team - Tate Haymond and Ruth S. look forward to meeting you. #WealthTech #WealthManagement #FinTech #FinancialServices

Check out the TorreBlanc vendor spotlight featuring d1g1t. The spotlight explores: 🎯 Emerging trends shaping wealth management in 2025 🎯 The transformative potential of AI in wealth management 🎯 The origin story behind d1g1t 🎯 Unique differentiators that set d1g1t apart from others Learn how our platform is redefining how financial advisors leverage technology to deliver exceptional client experiences. Read the full article 👇 #WealthManagement #FinTech #InvestmentTechnology #FinancialInnovation

🚀 Enhancing the Client Experience with d1g1t: A Case Study with First Atlantic Private Wealth In the search for a comprehensive, modern wealth management platform, First Atlantic Private Wealth found the perfect fit with d1g1t. Since deploying the platform, they’ve streamlined operations and elevated client service with: ✅ Advanced portfolio modeling & management ✅ Business monitoring & compliance ✅ Seamless document management & billing ✅ Integrated client portal and native mobile app ✅ Direct trading integration with Fidelity Clearing Canada Now, clients enjoy an easy-to-use portal and mobile app for real-time portfolio insights and secure document sharing, ensuring a differentiated client experience. 💡 Claire Hunt, MBA, CFA, CFP, Portfolio Manager and Co-Owner of First Atlantic Private Wealth shares her experience with the d1g1t platform. 🔎 Read the full case study: https://lnkd.in/grT8yy5A #WealthManagement #FinTech #CaseStudy #WealthTech #PortfolioManagers #WealthManagers

The countdown is on!⏰ Next week the d1g1t team is heading to the T3 Advisor Conference in Dallas, Texas, March 3-6, 2025. We’re bringing the power of institutional-grade analytics to financial advisors, and we’d love to connect. Stop by Kiosk 24 to learn how d1g1t is transforming wealth management by empowering advisors with real-time access to all the information they need at their fingertips, increasing operational efficiencies, and elevating the client experience. 💡 Let’s talk about the future of advisory technology. Will we see you there? 🔗 Details: https://bit.ly/3Cwu4j4 #T32025 #WealthManagement #AdvisoryTech #WealthTech Tate Haymond Ruth S.