Headquarters:
366 Adelaide St W, Unit 704, Toronto, ON M5V 1R9
Year founded:
2017
Number of employees:
100
Phone:
866 595 8413
Email:
getintouch@d1g1t.com
Website:
d1g1t.com
LinkedIn:
linkedin.com/company/d1g1t
Dan Rosen
Chief Executive Officer and Co-Founder
Philippe Rouanet
Chief Operating Officer and Co-founder
Benoit Fleury
Chief Product Officer and Co-Founder
Leadership
Dan Rosen is an internationally recognized quant and fintech entrepreneur and adjunct professor of mathematical finance at the University of Toronto. A fellow of the Fields Institute, he has worked with financial institutions worldwide, lecturing extensively on risk management, financial engineering, and fintech innovation, and has authored numerous publications and patents. He co-founded and served as CEO of R² Financial Technologies, acquired by S&P Capital IQ in 2012, and previously held an executive role at Algorithmics (acquired by IBM) for over a decade. Rosen holds an M.A.Sc. and Ph.D. in Chemical Engineering from the University of Toronto.
Chief Executive Officer and Co-Founder
Dan Rosen
Philippe Rouanet is a seasoned fintech entrepreneur with over 20 years of experience leading large engineering teams and deploying portfolio management and SaaS solutions at more than 100 top financial institutions worldwide. Before d1g1t, he co-founded and served as COO of R² Financial Technologies, acquired by S&P Capital IQ in 2012. Prior to that, he spent over eight years as head of R&D and product management at Algorithmics (acquired by IBM), managing a team of over 200 professionals. Rouanet holds a B.A. and M.A.Sc. in Economics from the University of Paris, France.
Chief Executive Officer and Co-Founder
Philippe Rouanet
Benoit Fleury leads the design, development, and implementation of the d1g1t wealth management platform. A seasoned fintech entrepreneur and product expert, he brings over 20 years of experience working across more than 100 financial institutions in North America, Europe, Latin America, and Asia. Previously, he co-founded R² Financial Technologies (acquired by S&P Capital IQ), serving as head of R&D, financial engineering, and products. Before that, he held a senior role at Algorithmics (acquired by IBM), leading its SaaS market and credit risk platform. Fleury holds an M.S. in Business Administration from the University of British Columbia and is a CFA charterholder.
Chief Product Officer and Co-Founder
Benoit Fleury
David Karchmer
Chief Technology Officer
David Karchmer oversees the company’s technological strategy and infrastructure, including cybersecurity and data protection. He brings extensive experience in technology leadership across the software and engineering sectors. Prior to d1g1t, he held senior engineering roles at Arch Systems, rising to senior VP of engineering, and founded AmperVue as its CTO. He also spent over a decade at Altera as director of software engineering and managing software architect. Karchmer holds a B.S. in Electrical Engineering from Tecnológico de Monterrey and an M.S. in Electrical Engineering from the University of Toronto.
Chief Technology Officer
David Karchmer
Jennifer Irwin
Vice President, People
Jennifer Irwin leads our people, talent, and organizational strategy, bringing over 20 years of global HR leadership experience across technology, SaaS, fintech, and high-growth organizations.
Throughout her career, Jennifer has built a reputation for designing scalable talent and leadership programs, strengthening organizational capabilities, and partnering closely with executive teams to navigate growth and change. Her work spans the full spectrum of the people function — from cultivating high-performing cultures to building the structures and systems that enable organizations to scale with intention.
Most recently, Jennifer served as Global Chief Human Resources Officer at Think Best Practice, and has held senior leadership roles at Dayforce and Allied Properties REIT. This breadth of experience across both private and public sector environments gives her a well-rounded perspective on what it takes to build and sustain exceptional teams.
Jennifer holds a Bachelor's degree in Social Sciences from Western University.
Vice President, People
Jennifer Irwin
Jovan Nedeljkovic
Vice President, Financial Engineering
Mitesh Lakhwani
Vice President, Finance
Tracy Staniland
Vice President, Marketing
Pam Chhabra
Manager – Residential Strata
Jovan Nedeljkovic brings over a decade of collaboration with the firm’s senior management team. A graduate of the University of Toronto’s Master of Mathematical Finance program, he combines deep technical expertise with a nuanced understanding of client requirements, finance, and product development. Nedeljkovic’s rare ability to bridge the gap between complex financial engineering and practical client solutions has made him an integral part of the d1g1t team since its inception.
Vice President, Financial Engineering
Jovan Nedeljkovic
Mitesh Lakhwani oversees d1g1t’s financial planning, reporting, and corporate finance functions. Prior to d1g1t, he served as vice president of finance at Think Research Corporation. His career spans senior roles at globally recognized firms, including manager of deals at PwC and assistant manager at DAMAC Group. A Chartered Financial Analyst (CFA) and Chartered Accountant (CA), Lakhwani holds an MBA in Accountancy and Finance from ICAI and an M.Sc. in Portfolio Management and Investments. His expertise spans financial planning, analysis, and strategic decision-making across international markets.
Vice President, Finance
Mitesh Lakhwani
Tracy Staniland has more than 20 years of global B2B marketing leadership experience helping tech start-ups level up their brand, achieve growth targets, evangelize emerging and new categories, and forge strategic partnerships. Prior to d1g1t, she held senior marketing roles at SaaS and AI companies focused on multiple verticals, including healthcare, financial services, and commercial insurance. At d1g1t, Staniland leads all aspects of d1g1t’s marketing strategy, including demand generation, communications, product marketing, digital, and sales enablement.
Vice President, Marketing
Tracy Staniland
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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d1g1t: the integrated wealth management platform delivering speed, scale, and deeper client engagement
Portfolio Management & Trading Technology for Canadian Advisors
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Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
“If we focus on our talent, then we know our clients will feel the RPS difference and choose us as their first call every time”
Adam Mazan,
Risk Placement Services
“Our associates are our number one audience for engagement and support”
Adam Mazan,
Risk Placement Services
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
d1g1t is a leading wealth management technology provider that helps RIAs, multi-family offices, broker-dealers, custodians, and bank advisor networks transition to a digital business model. Its award-winning enterprise wealth management platform is designed to transform the patchwork of legacy systems with an integrated platform that drives scale and operational efficiencies across the organization.
Powered by an institutional-grade performance and risk engine, d1g1t provides on-demand analytics that are consistently used across integrated workflows for reporting, billing, trading, compliance, and client engagement activities. It provides advisors and their clients with a best-in-class digital experience, enabling firms to elevate the quality of their advice and demonstrate its value to clients.
Learn more at d1g1t.com.
“Our associates are our number one audience for engagement and support,” says president Adam Mazan. “If we focus on our talent, then we know our clients will feel the RPS difference and choose us as their first call every time.”
The firm has built robust programs for early talent, including college internships and mentoring relationships.
The learning and development (L&D) program at RPS is another cornerstone of its employee support system. Through tailored learning paths, associates are empowered to take charge of their careers, broaden their experiences and advance within the organization.
RPS places a high value on employee retention, investing in the growth and training of all employees – from early career professionals to seasoned experts. This investment is not just about skills development, but about setting employees up for long, fulfilling careers within the firm. Employee satisfaction is continuously gauged, ensuring that the company remains responsive to the needs and aspirations of its workforce.
For clients and partners, RPS is a strategic ally committed to delivering successful outcomes. The company’s professionals leverage their deep expertise to craft customized solutions, handling each risk with care and precision. This same commitment to excellence is reflected internally, where employees are supported, valued, and given every opportunity to succeed. By prioritizing the human element of the insurance business, RPS proves that a company’s strongest asset is not its portfolio, but the collective talent and morale of its people.
Product Overview
d1g1t is an integrated, fully bilingual enterprise wealth management platform that delivers scale and operational efficiencies to multi-family offices, wealth management firms, broker-dealers, custodians, and bank advisor networks. Powered by an institutional-grade performance and risk engine, the platform provides on-demand analytics that are consistently used across integrated wealth management workflows, including reporting, billing, trading, compliance, and client engagement activities.
The platform provides advisors and their clients with a best-in-class digital experience, giving them the information they need at their fingertips to elevate client conversations and enable firms to improve the quality of their advice and clearly demonstrate its value to clients.
Key features and capabilities
The d1g1t enterprise wealth management platform is an integrated, fully bilingual, institutional-grade solution designed to provide advisors with modern client management, reporting, trading, billing, and compliance capabilities. The platform delivers scale and operational efficiency for multi-family offices, financial advisors, broker-dealers, custodians, and bank advisor networks.
Core capabilities
The platform offers a next-generation performance and risk engine that delivers real-time analytics to all stakeholders. The engine covers all asset classes, including equities, fixed income, derivatives, commodities, and alternative products. d1g1t’s modern and scalable infrastructure can process millions of accounts and return analytics on demand, which can be rendered through a suite of d1g1t-created products, internal client tools, or third-party CRM or financial planning systems.
Advisors can utilize a suite of context-sensitive tools to prepare for client meetings, produce portfolio reviews, run simulations, track compliance, and rebalance portfolios individually or in bulk.
The platform supports multiple portfolio management frameworks, from single trades to sleeve-enabled unified managed accounts and tax-aware household rebalancing approaches. It also offers advanced compliance capabilities to track adherence to investment mandates pre- and post-trading.
Firms can offer a white-labelled, interactive client portal and mobile apps for 24/7 access to live analytics and portfolio analysis tools. Its investor tools come equipped with two-way document sharing and personalized engagement.
From an operational perspective, the platform offers advanced data management and aggregation capabilities. It can also produce thousands of personalized statements and regulatory and tax reports using a large library of pixel-perfect reports. Reports can be stored in the internal document management system, which is equipped with an integrated approval process.
d1g1t also offers advanced billing capabilities that natively handle multi-currency portfolios and complex fee schedules. It aims to replace legacy systems with a single, modular, and scalable architecture. Its open APIs facilitate integration with other systems, allowing firms to grow, scale, and activate new modules with minimal effort. By providing advisors with real-time intelligence and a superior digital experience, the platform enables firms to elevate the quality of their advice and demonstrate value to their clients.
Integrations
The d1g1t platform integrates with multiple custodians and Flyer Financial Technologies to streamline equity, mutual fund, and ETF trading. Through its integration with Flyer, advisors using the d1g1t enterprise wealth management platform can submit trades through a FIX network for real-time trade execution and allocation across multiple brokers. The platform’s open APIs also facilitate seamless integration with existing systems, allowing firms to leverage its core analytical capabilities with external applications via APIs and SSO.
The platform is delivered as a Software-as-a-Service (SaaS) offering. A dedicated production environment is created for each client, and each client can be organized into multiple sub-firms (business divisions). The platform is designed to support central trading, reporting, billing, and compliance functions and comes equipped with an integrated task management solution to track and monitor tasks.
Firms can control entitlements and permissions for different types of users, enabling an optimized user experience. This approach eliminates the patchwork of technologies by using a single platform to digitally manage clients, portfolios, and the business. It improves operational efficiency and productivity by digitizing key aspects of the wealth management lifecycle, including client advisory, performance reporting, trading, compliance, billing, and document management.
Intuitive and easy to use, the platform enables advisors to provide real-time client responses supported by meaningful, intuitive analytics. It is fully integrated with a client portal and native mobile app to deliver a modern, personalized digital experience. A powerful institutional-grade performance and risk analytics engine is embedded into an intuitive, easy-to-understand advisor workflow, empowering advisors with real-time intelligence and a comprehensive view across all portfolios.
The platform supports complex household structures and covers full investment portfolios, including traditional investments, alternative investments, derivatives, multi-asset and multi-currency portfolios, private equity, off-book assets, and complete net worth reporting.
How your product works
After sales and customer services
The implementation process is supported by a dedicated client implementation team that delivers and configures the client’s environment to precise specifications. The high-touch service model is supported by experienced financial engineers with a deep understanding of the wealth management industry. They are well versed in complex implementation, advanced data management, detailed reconciliation, and efficient software integration projects.
Post-implementation, clients can rely on a dedicated customer success team that works closely with them to ensure seamless adoption and optimal performance. This “white glove” approach underscores d1g1t’s commitment to exceptional service.
Contact us for demo:
getintouch@d1g1t.com
operates with a clear growth mindset. Strategic initiatives are carefully aligned to foster both organizational and individual advancement. The leadership team’s entrepreneurial spirit permeates the company, inspiring employees to pursue ambitious goals and embrace new opportunities.
RPS’s most significant recent initiative has been its comprehensive talent strategy, which places employee engagement, recruitment, and development at the forefront.