d1g1t Unveils Advanced Unified Managed Accounts for Advisors

d1g1t Launches Innovative Trading Unified Managed Accounts Framework

The New Framework Provides a Simpler Way to Manage Complex Investment Strategies

d1g1t, a leading wealth management technology company, has announced an exciting development with the launch of its Trading Unified Managed Accounts (UMA) framework. This dynamic new framework is seamlessly integrated into the d1g1t enterprise wealth management platform, offering portfolio managers a powerful tool to implement sophisticated investment strategies in an efficient and cost-effective manner.

Enhanced Capabilities of the UMA Framework

The innovative UMA framework allows custodian accounts to be subdivided into distinct sleeves, each corresponding to a specific model portfolio, which is sometimes referred to as a Separately Managed Account (SMA) model. Advisors can create these sleeves either manually or via automated platform features, ensuring that targeted allocations can be easily managed across multiple models. By streamlining processes, the UMA framework significantly reduces the complexities and costs typically associated with managing sophisticated investment strategies that might otherwise rely on numerous models or third-party managers.

Greater Transparency and Efficiency

One of the standout features of the d1g1t UMA framework is its ability to empower advisors to analyze and report on the performance of each sleeve independently. This capability enhances transparency and provides unparalleled insight into investment performance, making it easier for advisors to make informed decisions.

Key Features of the d1g1t UMA Framework

According to Benoit Fleury, Chief Product Officer and Co-founder of d1g1t, the introduction of this product represents a significant step forward. "With today’s product release, we are introducing a new level of efficiency and cost savings for our clients, enabling them to unlock additional opportunities to optimize their investment processes while reducing administrative overhead."

The UMA framework offers several key capabilities designed to optimize investment management:

• Implement Complex Strategies: Advisors can create multiple sleeves within a single custodian account. Each sleeve is aligned with a specific investment mandate, allowing for streamlined cash management through a dedicated cash sleeve.
• Rebalance Portfolios at Any Level: The framework supports rebalancing across various levels—position, sleeve, or account—allowing for client-specific trading preferences and substitutions, ensuring a personalized touch.
• Deliver Personalization at Scale: Portfolio managers can execute bulk rebalancing across multiple accounts simultaneously, combining client-specific trading exclusions and substitutions, achieving tailor-made strategies with operational efficiency.
• Track Exposure and Performance Across All Levels: The framework allows for comprehensive measurement of market value and performance, covering individual positions, sleeves, accounts, clients, and households, offering thorough insights into portfolio allocation.

Advanced Trading Module Features

The d1g1t trading module enriches the client experience with an advanced blotter system. This system facilitates real-time approval, aggregation, and transmission of orders through a Financial Information eXchange (FIX) network, ensuring that order execution and allocation management are conducted efficiently. Advisors utilizing the d1g1t enterprise wealth management platform can automate their trade processing across multiple brokers, optimizing their operational efficiencies and reducing costs.

About d1g1t

d1g1t is committed to transforming how wealth management professionals operate. The firm assists Advisors, Multi-Family Offices, Registered Investment Advisors (RIAs), and Broker-Dealers in transitioning to a digital business model. Their award-winning Enterprise Wealth Management Platform is designed to consolidate the complexities of legacy systems into a single, powerful integrated platform, driving growth, efficiency, and productivity for businesses. Beyond basic reporting, the platform features an institutional-grade performance and risk analytics engine integrated into an intuitive advisor workflow.

Moreover, the fully integrated client portal and mobile application provide clients with a contemporary, personalized digital experience. By using the d1g1t platform, firms can streamline the entire wealth advisory life cycle through a highly intuitive workflow that simplifies managing clients, portfolios, and business operations.

Frequently Asked Questions

What is the d1g1t UMA framework?

The d1g1t UMA framework is a solution that allows portfolio managers to implement complex investment strategies through subdivided custodian accounts, enhancing efficiency and cost-effectiveness.

How does the UMA framework improve transparency?

The framework enables advisors to analyze and report each sleeve's performance independently, providing deep insights and transparency into investment strategies.

What are the core capabilities of d1g1t's UMA framework?

The core capabilities include implementing complex strategies, customizable rebalancing, personalized investment strategies, and comprehensive tracking of exposure and performance.

How does d1g1t support automated trading?

d1g1t's advanced blotter system supports efficient order execution through a FIX network, allowing advisors to automate trade processing across various brokers.

What sets d1g1t apart in the wealth management technology space?

d1g1t stands out due to its integrated platform that enhances digital transitions for firms, facilitates intuitive workflows, and provides powerful analytical tools for advisors.

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