Introducing
Secure, on-demand access to your investment portfolio — powered by d1g1t’s award-winning wealth management platform and personalized specifically for you.
What is the Goodreid Investor Portal?
The Goodreid Investor Portal is your personal, secure window into your portfolio — available 24 hours a day, 7 days a week, from any device.
Built on d1g1t’s enterprise wealth management platform — recognized as a 5-Star Wealth Tech Provider five years running — it delivers institutional-grade analytics in a clean, intuitive experience designed for Goodreid clients.
Through the portal, you can:
The Portal Experience
The d1g1t investor portal gives you interactive views of your portfolio — the same data your Portfolio Manager sees, presented clearly and accessibly.
At-a-glance view of your holdings, performance, and asset allocation — updated in real time with interactive charts you can explore.
Deep performance analytics including returns over time, allocation breakdowns, and comparison against your personalized benchmark.
Quarterly Portfolio Investment Reports
Every Goodreid client receives a Quarterly Portfolio Investment Report delivered directly to their Investor Portal — a professionally prepared analysis that goes well beyond a standard account statement.
These reports tell the full story of your portfolio for the quarter, and always include a comparison against the benchmark personalized specifically for you, synchronized to your asset mix and investment objectives.
Returns are calculated to take into account the timing of contributions and withdrawals.
Your report is ready to read in your portal, download as a PDF, or share directly with your accountant or legal advisor.
Get Started
Log in to your secure portal anytime, or speak with a Portfolio Manager about how Goodreid can help you take control of your wealth.
