Vendor
Complect
d1g1t is a modern enterprise wealth management platform that empowers firms to streamline workflows and enhance client experiences with real-time intelligence. It supports various tasks across wealth management, enabling advisors to effectively manage operations and portfolios.
Toronto, CA
Official websiteSector footprint
One company, every side of the market
WealthThis site
Complect
d1g1t is a modern enterprise wealth management platform that empowers firms to streamline workflows and enhance client experiences with real-time intelligence. It supports various tasks across wealth management, enabling advisors to effectively manage operations and portfolios.
Capability matrix
| Capability | Complect |
|---|---|
| Compliance | ● |
Parent organization
Complect
Founded
2017
Scale
1 sector presence