d1g1t, a leading enterprise wealthtech provider, today announced that Goodreid Investment Counsel, a boutique investment management firm focused primarily on the needs of high-net-worth investors and institutions, has deployed d1g1t’s institutional-grade wealth management platform to fuel its next phase of business growth and deliver a more connected digital experience to its clients.
Goodreid Investment Counsel, a Toronto-based private, employee-owned investment management firm with approximately $900 million CAD in assets under management, made the move to d1g1t after using its previous platform for a decade. The firm required a platform that could support greater operational efficiency, portfolio management capabilities, and client-facing digital tools aligned with the expectations of high-net-worth families, individual investors, and institutions.
With d1g1t, Goodreid is using an integrated platform powered by advanced analytics for portfolio management, trading and rebalancing, performance reporting, and client engagement. The intuitive, white labelled investor portal and native mobile app (Android/iOS) empower clients to self-serve, and securely collaborate with their advisor, improving their overall experience while reducing operational overhead. The deployment gives Goodreid the infrastructure to manage diversified portfolios, improve internal workflows, and provide clients with secure access to timely investment information.
“Goodreid has built its reputation on disciplined investment management, personalized asset allocation, and long-term client relationships,” said Dr. Dan Rosen, CEO and Co-founder of d1g1t. “Firms with this level of client focus require technology that can support active portfolio management while giving clients the digital access and transparency they expect. We are proud to support Goodreid with a platform designed for complex wealth management operations and a more connected digital-first client experience.”
“After a decade on our previous system, we needed a platform that could scale with our business and support the level of service our clients deserve,” said Adam Reid, Vice President, Corporate Development at Goodreid Investment Counsel. “d1g1t gives our team the portfolio management, reporting, and client engagement capabilities we need in one platform, while helping us deliver a stronger digital experience for our clients.”
The selection of d1g1t reflects a broader shift among investment management firms toward integrated technology platforms that support key components of the wealth management lifecycle such as portfolio oversight, reporting, trading, rebalancing, and digital client access within a unified operating environment. For growing firms, this reduces reliance on disconnected systems, time spent on aggregating data from multiple sources and helps advisors spend more time on investment decisions and client relationships.
