SigFig for Wealth Management Firms​

Serve all client segments more efficiently while reducing costs.

Transform Your Client Experience with SigFig Digital Wealth Solutions

We help leading wealth management firms provide seamless digital investing experiences to their clients, while enabling advisors to spend more time advising & guiding customers.

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 Wealth Management Firms

Regulatory Compliance

Support your institution in maintaining regulatory compliance while adopting new technologies.

Client Retention

Stand out in a competitive market by fostering deeper client relationships through our innovative platform.

Seamless Integration

Bring digital wealth management technology to your existing banking systems for a modern experience.

Industry Insights for Wealth Management Firms

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. 
Reducing Friction in Financial Management: Empowering Advisors and Clients for Success
The financial services industry, like many others, continues to seek ways to reduce friction in the customer journey. Achieving financial wellness requires a proactive and informed approach by advisors and their clients. But along the road to building a productive investment management relationship are many areas of potential friction: from the emotional nature of financial decision making for clients, to inefficient systems and processes on the advisor's side.