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

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

Features to Support Investor-Led

Digital Advice

  • Program marketing page
  • Client-led profiling & risk tolerance questions
  • Fully digital account opening

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.

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.