Toronto-based d1g1t has unveiled a major upgrade to its enterprise wealth management platform, rebuilding its core data and processing layers to boost speed, scalability, and reliability. The redesigned back-end engine accelerates reporting, rebalancing, and billing, supporting millions of accounts without performance loss.
Enhanced security management now links research documents to individual securities. Advisors gain new analytics, client-event tracking, and expanded security profiles, while portfolio teams receive upgraded cash and trade tools, including enhanced UMA functionality. CEO Dan Rosen said the improvements free advisors to focus on client relationships as digital expectations rise.
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