Industry Insights

We believe in making decisions from the lens of what’s best for our customers to create meaningful value and long-term impact. Discover how SigFig is challenging the status quo and uncovering solutions to help our clients meet their financial goals.

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Revolutionizing Financial Advisor Collaboration with SigFig Engage

In today’s rapidly evolving financial landscape, staying ahead of the curve is essential for success.  In a recent discussion between Mike Sha, SigFig’s CEO and Craig Iskowitz, CEO of Ezra Group, Mike unveiled the latest version of SigFig Engage, SigFig’s game-changing tool designed to revolutionize financial advisor collaboration. In this blog post, we will delve […]
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The Expanding Horizons of AI in Wealth Management: Insights from SigFig

In the fast-evolving landscape of wealth management, technology plays an increasingly pivotal role. Artificial Intelligence (AI) is at the forefront of discussions, and in a recent conversation with WealthTech Today, SigFig CEO Mike Sha shared his insights into how AI is fitting into the world of SigFig. This 3-part series summarizes some key takeaways from […]
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Operational Efficiency for The Back Office: The Time is Now

Operational Efficiency for The Back Office: The Time is Now

When was the last time you heard of clients choosing an advisory firm because they have a “great back office?”  While the answer to that may be “never,” many of the relationship-building activities that clients value most are made possible by back office efficiency.  In fact, a strong operating system can generate one of your firm’s most precious assets — advisor time. 
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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.