Empowering Financial Institutions to Help Clients Achieve Financial Wellness
Unlock the full potential of your institution with our customer-centric ecosystem of digital wealth solutions
Reimagining Wealth Management
SigFig offers a comprehensive set of interconnected digital wealth solutions to empower your advisors and clients. Through curated digital investing experiences, our integrated services are designed to provide investors with portfolio options tailored to their unique financial needs and goals.
Technology That Meets Every Client's Needs
Provide digital advice that can be tailored to meet a wide range of client goals, from basic to more complex.
Deliver Client and Advisor Delight
Leverage technology to deliver a personalized experience that makes onboarding and management easier for both advisors and clients.
Established Track Record of Success
Access a team of experienced professionals with a wealth of knowledge in building successful programs with enterprise partners.
Multi-Segment Strategy
An Integrated Digital Advice & Service Experience
Discover the full potential of our interconnected digital wealth solutions, designed to empower financial advisors and investors. With our cutting-edge technology, we help you identify efficiencies for advisors, grow your user base, and scale seamlessly.
A simple process to understand a client’s short-term and long-term financial goals, timelines and risk profiles
Prefill options build a proposal from your client’s goals and profile
A personalized portfolio is typically opened in less than 10 minutes
A broad range of model solutions that can be tailored to client preferences and risk tolerance
Complete paperwork and utilize eSignatures from various tools and integrations to streamline operations
Quarterly rebalancing exposes a portfolio to volatility. With established drift bands for each security and daily health checks, a portfolio is rebalanced when market movement dictates
Each firm that SigFig works with has a dedicated marketing SME to craft client emails to drive onboarding initiatives
Advisors and clients will receive notifications and a package of information leading up to an automated annual review
Who We Serve
Our digital wealth solutions are embedded in the world’s leading financial institutions.
Banks & Credit Unions
Integrate with existing systems for effortless and compliant account opening, client onboarding and product suitability.
Wealth Management Firms
Drive down cost-to-serve across all your client segments, creating efficiencies within your firm.
Insurance Companies
Empower your agents, your home office and your clients with a seamless, cost-effective and compliant digital wealth platform.
Individual Investors
Put your money to work and your mind at ease with SigFig for Individual Investors.
Previous
Next
