SigFig for Insurance Companies

Empower your agents, your home office and your clients with a seamless, cost-effective and compliant digital wealth platform

Transform Your Investment Services with SigFig Digital Wealth Ecosystem

Level up your agent’s expertise and effectiveness with a modern investment advisory platform, built to deepen your client relationships while growing wallet share.

What Our Partners Are Saying

“Santander Bank Partners with SigFig to Integrate New Digital Tools that will Modernize Client Investment Experience”

“Scotiabank empowers customers to take control of their investments with the launch of Scotia Smart Investor”

Overcome Challenges Faced by Insurance Companies

Regulatory Compliance

Enable agents to deepen client relationships by providing compliance-friendly investment solutions while maintaining home office oversight and expectations.

Client Retention

Stand out in a competitive market by offering solutions to manage all seasons of life.

Seamless Integration

Provide a seamless and efficient financial investment advisory platform that is easily integrated to your existing systems, processes and brand.

Industry Insights for Insurance Companies

Thoughts from Fintech Meetup 2023 in Las Vegas
If you attended Fintech Meetup, you likely cruised through the elaborate exhibit halls or attended sessions hosted by thought leaders. Our team spent time doing all of these things, then found ourselves gravitating towards a few themes and threads we consistently encountered.
SigFig: Redesigned, Rebranded, Revisited
We are dedicated to providing a seamless, efficient, and personalized experience in everything we do—websites included. We hope our new public identity facilitates meaningful connections with leaders across wealth management and enables new ideas for our industry.