Digital Wealth Platform ​

A complete set of digital wealth solutions for your mass affluent clients and emerging investors.

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Holistic Digital Wealth Solutions

Deliver value to your clients and advisors alike through unique digital advice-centric experiences.

Shared Platform Features

Digital Wealth Core

Investment Management

  • Custodian flexibility
  • Model flexibility
  • Investment recommendation & selection
  • Automated trading & rebalancing tax efficiencies
  • Aggregation supported funding

Client Experience

  • SSO into client portal/OLB
  • Self-service client dashboard
  • Automated email programs

Home Office

  • Fee flexibility
  • Service & operations dashboard

Features to Support Advisor-Led

Digital Advice Pro

  • Advisor CRM/Workstation Integration
  • Advisor-led Profiling & RTQ
  • Role-based Investment Selection Flexibility
  • Portfolio Blends
  • Advisor Proposal Tool
  • Automated Advisor-led Onboarding
  • Advisor Dashboard
Learn more about Digital Advice Pro →

Features to Support Investor-Led

Digital Advice

  • Program marketing page
  • Client-led profiling & risk tolerance questions
  • Fully digital account opening
Learn more about Digital Advice →

Remote Advice Delivery and Fulfillment

Engage

Collaboration

  • Multi-participant collaboration between client and advisor
  • Client needs discovery
  • Advice nudges
  • Pre and post meeting planning and follow-up

Integrations

  • Integrated client information via CRM integration
  • DocuSign for easy eSignatures
  • Accepts self custody and 3rd party custody

Tech Features

  • Virtual meeting portal: audio, video, screenshare
  • Meeting transcription / recording
  • Client scheduling
  • Document / image upload and file sharing

The Right Technology Unlocks Revenue

We offer a complete set of open architecture digital wealth solutions for your mass affluent clients. With flexible integration and implementation models to streamline each step of the process — from goal planning & risk assessment to client & advisor dashboards — SigFig is one platform to connect them all.

The right technology can reduce both time and cost

It is critical to serve clients throughout their wealth journey while improving the economics of wealth management.
 

Serve Your Clients on Their Terms

We decrease administrative inefficiencies while increasing advisor time on things that matter.

Advisor Empowerment

Equip advisors with an intuitive platform for efficient client management and servicing.

Modern Enterprise Technology​

Secure and scalable digital wealth management solutions for financial institutions of all sizes.

The Future is Financial Wellness

SigFig Digital Wealth is designed around strategic pillars, structured to drive financial wellness for your clients. Customers don’t seek out financial planning tools — they seek partnerships that can help them feel understood and confident in their goals, and to make progress. Enable your advisors to deliver this type of seamless service.

Can you imagine saving 30 days a year to deepen client relationships?

According to Cerulli, advisors spend more than 50% of their time on non-client facing activities like investment research, due diligence and monitoring, trading and rebalancing, and managing day-to-day operations. SigFig can greatly improve efficiency in the majority of these areas by incorporating automation and other tech-enabled functions into your firm’s new client onboarding and servicing processes.

Download our math, Maximizing Reach and Efficiency: How SigFig Can Help Empower Financial Advisors, to learn how you can enable your teams to spend time on what matters most.

Industry Insights

New Opportunities to Drive Advisor Efficiency and Client Experience: Lessons Learned from Robo-Technology

Discover how robo-technology enhances advisor efficiency and client experience. Learn about the hybrid approach combining human advice with digital tools.
Learn More

Unlock new growth opportunities within wealth management

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This website is operated and maintained by Nvest, Inc. Certain Enterprise Products described herein and partner relationships connected with those Products may involve investment advisory services provided by SigFig Wealth Management, LLC. SigFig Wealth Management, LLC is an SEC-registered investment adviser and a subsidiary of Nvest, Inc. Neither entity provides any legal or tax advice. This website is presented for financial institutions and investment professionals only and is not intended for individual consumers or investors. Our consumer website can be found at https://www.sigfig.com/site/#/home/am. All content presented herein and in any referenced or linked materials is provided for informational purposes only, and is not intended to communicate any advice, the basis for any financial decisions or a solicitation to offer advisory services. Information presented is believed to be from reliable sources and up to date, but we make no representations as to its accuracy or completeness. Opinions expressed are those of the individuals presenting them and are subject to change, and not necessarily those of Nvest, Inc. or SigFig Wealth Management, LLC. Hyperlinks are provided as a convenience. We disclaim any responsibility for information, services or products found on linked websites. Images and photographs are included for the sole purpose of visually enhancing the website. None of them show current or former clients and should not be construed as an endorsement or testimonial. All investing is subject to risk, including loss of principal. Historical performance is not a guarantee of future performance and clients may experience different results. © 2023 Nvest, Inc. All Rights Reserved.