Digital Advice Pro

Modern managed account platform that enables advisors to serve clients more efficiently and attract new client segments.

Why Does Your Firm Need SigFig Digital Advice Pro?

For Clients

Provide clients with a digital-first experience while still benefiting from a dedicated advisor relationship.

For Advisors

Significantly reduce operational complexity and improve client conversion and wallet share capture.

For the Firm

Reduce the cost of offering advisory programs while improving advice consistency and compliance.

A Seamless Advisor-Led Experience

Modernizes the advisor-led managed accounts platform by connecting typically fragmented workflows

Improving the Cost-to-Serve

Digital automation within the client proposal, account opening, account review, and client servicing significantly reduce both time and cost.

All-in-One Goals, Profiling, Proposal, Funding and Fulfillment

Reduce friction and need for advisors to operate across multiple systems with one centralized platform.

Integration with Existing Advisor CRM ​

Avoid data entry redundancy with client information pre-fill.

Automated Annual Reviews and Communication

Behavior and event-based communications enable advisors t spend more time building and deepening their client relationships.

Client Portal

Allow clients to self serve when appropriate with a platform configurable for the home office.

Enable Virtual Advice Teams

Serve clients when and how they prefer with a digital platform designed for virtual and traditional advisor models.

Flexible Integration and Implementation Models

An open architecture concept that integrates into your existing systems and technology stack.

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.