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 d1g1t’s 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.

“The technology integration enables Burkett to offer a differentiated client experience enriched by high-quality data, analytics, and reporting,” Dr Dan Rosen, CEO and co-founder, d1g1t, said in a statement. 

Burkett is using four modules of d1g1t’s platform to enhance client experience and back-office operations, such as performance reporting; client portal and mobile apps; portfolio management; and billing. 

“Our 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,” Kevin Burkett, partner and portfolio manager, Burkett Asset Management, said. 

Burkett Asset Management is based in Victoria, British Columbia.