PWL Capital selects d1g1t for wealth tech overhaul

PWL Capital has selected d1g1t as its wealth management technology supplier as the Canadian advice firm upgrades systems across portfolio operations, reporting and client digital channels.

The Montréal-headquartered firm, part of OneDigital, will use d1g1t's platform for portfolio management, trading, performance reporting, compliance, billing and client engagement.

Executives described the move as a shift away from manual processes and fragmented tools. The platform is expected to consolidate workflows into a single system and reduce reliance on spreadsheets.

Operational overhaul

PWL Capital operates in both French and English markets across Canada. It identified multilingual delivery as a core requirement, reflecting its client base in Québec and its national footprint.

d1g1t's platform supports French and English across advisor workflows and client-facing services, including a client portal and mobile app. The supplier said the portal and app can be branded for advisory firms.

PWL Capital manages more than USD $7 billion in assets under management, according to the firm. Founded in 1996, it provides retirement and wealth management services across Canada, including investment management and financial planning.

The upgrade comes as advice firms face pressure to tighten operating models and improve reporting and digital service. Many still rely on combinations of legacy portfolio accounting systems, reporting tools and manual reconciliations, which can increase operational risk and slow client reporting and internal oversight.

As a result, consolidating those processes into a single platform has become a common strategy among mid-sized and larger advisory businesses. It can also reshape how firms manage growth, particularly when adding advisers, opening new locations or expanding service lines.

Data and workflows

d1g1t describes its product as an API-driven platform with real-time data, designed to give advisers faster access to information for day-to-day portfolio decisions and client conversations.

For PWL Capital, the selection also signals an effort to better connect front-office advice activity with back-office controls. The rollout includes compliance and billing functions, which in many firms draw data from multiple systems.

Phil Casarotto, Chief Operating Officer at PWL Capital, said the objective is to simplify internal work and improve advisers' access to information.

"Partnering with d1g1t allows us to streamline our operational workflows to better manage our business, clients, and portfolios," Casarotto said. "As we continue to pursue growth, we needed a partner capable of scaling with us. d1g1t's modern, API-driven architecture, designed for speed and scalability, will allow us to eliminate time-consuming manual processes, while putting real-time data directly in the hands of our advisors, empowering them to make smarter decisions and build deeper client relationships."

The rollout covers both adviser-facing processes and client access points, reflecting a broader shift in wealth management technology procurement toward platforms that combine internal operations and client experience, rather than separate point solutions.

Client channels

d1g1t said its client portal and mobile app will be part of the implementation. These channels typically provide portfolio valuations, performance information and reports, along with access to wealth management resources.

For bilingual firms, consistent language support across reporting and digital access can influence adoption and servicing costs. Multilingual output can also affect how quickly firms update reporting formats and disclosures.

The agreement adds PWL Capital to d1g1t's North American customer base. d1g1t sells its software to registered investment advisers, multi-family offices, broker-dealers, custodians and bank adviser networks.

Philippe Rouanet, Chief Operating Officer and Co-founder of d1g1t, said the project will focus on system-driven processes, including changes to trading and compliance work.

"We're excited to collaborate with PWL Capital and proud to support their vision of what modern wealth management looks like. Together, we're introducing system-driven processes, equipping their advisors with superior tools to serve clients more meaningfully, streamlining trading and compliance processes, and building the operational efficiency needed to scale while delivering the digital-first experience today's investors expect," Rouanet said.

Both firms positioned the platform move as part of PWL Capital's growth plans, with the technology expected to become a core layer for operations and client service as the business expands.