Burkett Asset Management Leverages d1g1t for Enhanced Client Service
Burkett Asset Management Embraces d1g1t’s Innovative Technology
Burkett Asset Management Limited is making significant strides to enhance its client experience and back-office operations by implementing d1g1t's enterprise wealth management platform. This advanced solution is designed to optimize operational efficiencies as the firm manages over $300 million in both institutional and private client assets across various diversified strategies.
Enhancing Client Engagement
In today's digital age, firms are under pressure to provide superior client engagement. Burkett recognizes the need to modernize its approach, and the d1g1t platform offers a comprehensive solution. It features both a modern client portal and engaging mobile applications, available on iOS and Android, allowing clients to access their portfolios and investments at any time. This level of accessibility is critical in fostering trust and satisfaction among high-net-worth clients.
Streamlining Operations with Powerful Tools
One of the core strengths of d1g1t's platform is its institutional-grade performance and risk analytics engine. This innovative feature allows advisors at Burkett to analyze client portfolios in real-time, significantly enhancing decision-making processes. By integrating these tools, the firm can provide a level of service that aligns with the complex needs of its clientele.
Key Features of the d1g1t Platform
Burkett is utilizing several key modules of the d1g1t platform to further enhance operational capabilities and client experience:
- Performance Reporting: This module allows for more efficient report generation, significantly reducing the time spent on creating client, regulatory, and tax reports. The modern design of these reports provides clear insights and supports Burkett’s investment philosophy.
- Digital Client Portal and Mobile Apps: Clients can enjoy 24/7 access to their investment portfolios and receive secure updates to their financial documents online, fostering transparency and trust.
- Portfolio Management: With the ability to streamline model construction, portfolio rebalancing, and trade execution, this feature provides valuable analytics and efficient transaction processing across multiple brokers and custodians.
- Billing Functionality: The platform simplifies the complex task of calculating management fees, accommodating various fee structures quickly and efficiently.
Building Trust Through Technology
Kevin Burkett, Partner and Portfolio Manager at Burkett Asset Management, emphasized the importance of maintaining deep relationships with clients. He noted that the d1g1t platform addresses significant challenges, such as delivering on complex mandates while ensuring the business continues to grow. This technology not only enhances client service but also supports the firm’s objective to extend its reach to new clients.
About Burkett Asset Management Limited
As a trusted investment management firm, Burkett Asset Management Limited is dedicated to excellence in tax and investment management. With a focus on serving high-net-worth families, the firm applies innovative strategies that drive value in managing over $300 million in diverse investment portfolios.
About d1g1t
d1g1t is a pioneering wealth management technology firm that enables Advisors and Multi-Family Offices to transition into a digital environment. With their award-winning platform, firms can integrate various operational aspects to improve efficiency, growth, and overall productivity. The platform's design caters not just to reporting needs but also enhances client engagement through an integrated approach.
Frequently Asked Questions
What is the main purpose of the d1g1t platform?
The d1g1t platform aims to enhance client experience and streamline operations for wealth management firms, providing real-time analytics and easy access to portfolios.
How does Burkett Asset Management utilize d1g1t's technology?
Burkett Asset Management uses d1g1t's technology to improve client interaction, generate reports efficiently, and manage complex portfolios effectively.
What benefits does the digital client portal offer?
The digital client portal allows clients to access their investment portfolios 24/7 and ensures secure communication of client statements and reports.
Why is client engagement important for Burkett?
Client engagement is crucial for Burkett as it builds trust and fosters strong relationships, which are essential for managing high-net-worth clients' complex needs.
What is the impact of the integrated billing functionality?
The integrated billing functionality simplifies the management fee calculation process, ensuring accuracy and efficiency while freeing up time for other essential tasks.
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