Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Family offices
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Enterprise wealth management platform providing portfolio management and analytics for advisory firms and family offices.
Description
d1g1t provides an enterprise wealth management platform with institutional-grade portfolio management, performance reporting, and risk analytics, helping advisory firms and family offices scale high-value client service.
APIs and Security
Security checks
None
Public APIs
No