Digital Wealth Platform
A complete set of digital wealth solutions for your mass affluent clients and emerging investors.
Holistic Digital Wealth Solutions
Deliver value to your clients and advisors alike through unique digital advice-centric experiences.
Shared Platform Features
Digital Wealth Core
- Custodian flexibility
- Model flexibility
- Investment recommendation & selection
- Automated trading & rebalancing tax efficiencies
- Aggregation supported funding
- SSO into client portal/OLB
- Self-service client dashboard
- Automated email programs
- 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
Features to Support Investor-Led
- Program marketing page
- Client-led profiling & risk tolerance questions
- Fully digital account opening
Remote Advice Delivery and Fulfillment
- Multi-participant collaboration between client and advisor
- Client needs discovery
- Advice nudges
- Pre and post meeting planning and follow-up
- Integrated client information via CRM integration
- DocuSign for easy eSignatures
- Accepts self custody and 3rd party custody
- 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
Serve Your Clients on Their Terms
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.
Can you imagine saving 30 days a year to deepen client relationships?
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.