Digital Wealth Platform
Digital Wealth OverviewSigFig Digital Advice Pro
An advisor-led platform for your mass affluent clientsSigFig Digital Advice
A client-led personalized investing experience for mass and mass affluent clientsSigFig Engage
The Only Client Interaction Management Platform for Financial ServicesSigFig for Consumers
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Partnering with a fintech provider can benefit both the end user and the advisor, as well as the financial institution. Technology is a necessary complement to the advisor-client relationship, strengt...
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It's important that advisors are armed with the most effective questions as they dig deeper to better understand client motivations and goals. A Financial Planning article shared five clarifying quest...
READCEO Mike Sha is in Forbes Finance Council sharing his thoughts around recent transformations in healthcare that translate to financial services. Read more on how to create an improved customer experie...
READSigFig's Mike Sha was featured in VettaFi | Advisor Perspectives to discuss the future of financial services, and why it involves a hybrid approach to financial services....
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