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Investment Management

Digit

Digit: Streamlining Portfolio Management for RIAs.

"Digit is a portfolio management platform designed to streamline investment operations for Registered Investment Advisors (RIAs). It offers tools for portfolio tracking, reporting, and client communication, enabling firms to efficiently manage client assets and improve client engagement."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #30 in Investment Management
Validated Adoption
802 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance reporting
Client account aggregation
Automated rebalancing tools
Compliance reporting
Secure client communication

Primary Use Cases

Client portfolio tracking
Investment performance reporting

Agentic Intelligence Briefing

"Digit simplifies portfolio management for RIAs through automation and comprehensive reporting."

Real-time Forensic Synthesis

Competitive Strengths

Portfolio management capabilities
Investment management features
Potentially scalable

Adoption Hazards

Lack of specific details makes a thorough evaluation difficult
Pricing not readily available, hindering cost-benefit analysis

Stack Compatibility Profile

How Digit integrates into institutional RIA stacks.

802 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
93%
Stack Correlation
Elements Financial Planning
77%
Stack Correlation
Morningstar Office
70%
Stack Correlation
Bloomberg Tax (BNA)
64%
Stack Correlation
Bill.com
63%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking portfolio management solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Black Diamond
2Orion Advisor Tech

Value Proposition

"If you're seeking a portfolio management and investment management solution that can potentially scale with your growing RIA firm, Digit may be worth exploring once pricing details are confirmed."

Audit Your RIA Stack

See how Digit fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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