Technology
Digital Digest: The Latest Tech News β d1g1t, Burkett Asset Management
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The latest technology news in the wealth management sector from around the world.
d1g1t, Burkett
d1g1t, a wealthtech firm
working with family offices, RIAs and other firms, yesterday said
that Canadian business Burkett Asset Management has put d1g1tβs
enterprise wealth management platform into use.
Burkett oversees more than C$300 million ($220.5 million) in institutional and private client assets across a number of diversified strategies.
βThe technology integration enables Burkett to offer a differentiated client experience enriched by high-quality data, analytics, and reporting,β Dr Dan Rosen, CEO and co-founder, d1g1t, said in a statement.
Burkett is using four modules of d1g1tβs platform to enhance client experience and back-office operations, such as performance reporting; client portal and mobile apps; portfolio management; and billing.
βOur business is built on deep and trusted relationships with clients who come to us to translate the complexity of their lives into measurable value, which often requires highly technical and customized solutions,β Kevin Burkett, partner and portfolio manager, Burkett Asset Management, said.
Burkett Asset Management is based in Victoria, British Columbia.