Goodreid Investment Counsel Deploys d1g1t to Scale Operations and Digitally Transform the Client Experience

d1g1t announced that Goodreid Investment Counsel has deployed its institutional-grade wealth management platform to support business growth and deliver a more connected digital experience to clients.
Goodreid, a Toronto-based private, employee-owned firm with approximately $900 million CAD in assets under management, adopted d1g1t after using its previous platform for a decade.
The firm sought a platform offering greater operational efficiency, portfolio management capabilities, and client-facing digital tools suited to high-net-worth families, individual investors, and institutions.
Through d1g1t, Goodreid uses an integrated platform powered by advanced analytics for portfolio management, trading and rebalancing, performance reporting, and client engagement.
A white-labelled investor portal and native Android/iOS mobile app allow clients to self-serve and securely collaborate with their advisor while reducing operational overhead.
d1g1t CEO Dr. Dan Rosen and Goodreid VP of Corporate Development Adam Reid stated that the platform supports active portfolio management, scalability, and a stronger digital-first client experience.
The selection reflects a broader industry shift toward integrated technology platforms that unify the wealth management lifecycle and reduce reliance on disconnected systems.