New tech stack promises to streamline workflows and data for advisors across Québec and beyond
PWL Capital is overhauling its tech stack, choosing d1g1t’s enterprise wealth management platform to run its advisory operations across Canada’s bilingual market.
The Montréal-headquartered firm, a OneDigital company, will use d1g1t to consolidate portfolio management, trading, performance reporting, compliance, billing, and client engagement on a single integrated platform.
The partnership is aligned with PWL Capital's mission to deliver highly personalized client experiences and to give advisors real-time insights to make confident decisions and strengthen client relationships.
Operating in both French and English markets, the firm required a platform built for multilingual delivery to serve its Québec-based clientele.
PWL Capital chief operating officer Phil Casarotto said “partnering with d1g1t” helps the firm streamline workflows to manage its business, clients and portfolios.
He said PWL picked the platform because it can scale with the firm, “eliminate time‑consuming manual processes” and deliver real‑time data to advisors.
PWL Capital will leverage d1g1t's enterprise platform, purpose-built to operate fully in both French and English, from advisor-facing workflows through to the client portal and mobile app.
This native capability is intended to ensure a seamless, consistent experience for the firm's French and English-speaking clients.
Philippe Rouanet, chief operations officer and co‑founder of d1g1t, said the firm is working with PWL Capital to “introduce system‑driven processes” and “streamline trading and compliance processes.”
He said the changes are meant to give advisors new tools and support PWL’s growth and digital service model.
Powered by institutional-grade analytics, d1g1t's enterprise wealth management platform delivers a fully integrated solution providing instant access to critical information.
Its integrated client portal and native mobile app offer white-labeling capabilities, enabling PWL Capital to offer clients real-time portfolio insights, robust reporting, and personalized wealth management resources accessible anytime, anywhere.
