Offering Combines d1g1t’s Array of Tools with FutureVault’s Document Retention and Sharing Capabilities

Dr. Dan Rosen, CEO, d1g1t Inc
Dr. Dan Rosen, CEO, d1g1t Inc

d1g1t and FutureVault have formed a new strategic partnership.

The two Toronto-based companies announced last week they are teaming together to provide firms and advisors an integrated offering that combines d1g1t’s portfolio management, trading, reporting, risk and analytics tools with FutureVault’s document sharing and retention capabilities. The partnership will allow firms and advisors to better meet their compliance and administrative responsibilities and provide clients better service, the companies said in a release.

“In our never-ending pursuit to improve outcomes for advisors and clients, d1g1t is on a mission to build the most innovative end-to-end and easy-to-use solution in the wealth management industry,” said Dan Rosen, the CEO and co-founder of d1g1t. “This partnership helps our company get closer to realizing that goal.”

The integration is scheduled to begin during the second quarter.

The announcement comes after d1g1t announced earlier this month an agreement to provide its tools to National Bank Independent Network (NBIN), the largest custodian in Canadian with over $30 billion in assets and subsidiary of National Bank of Canada.

“By partnering with the exceptional team at d1g1t, we can bring that type of integrated solution to the market that addresses the many workflow challenges firms and advisors face, while elevating the experience for both clients and advisors,” said Daniel Kenny, FutureVault’s CEO.