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.

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What Our Partners Are Saying

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

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

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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

[Upcoming Web Seminar] What’s Your Next Move? 3 Areas of Investment to Impact Clients Now

[Upcoming Web Seminar] What’s Your Next Move? 3 Areas of Investment to Impact Clients Now

How can bankers and other wealth management service providers survive in an era of such uncertainty? By crafting vital operational and digital strategies for lasting firm growth. We’re dedicating this event to addressing the pressing digital priorities of senior leaders in the banking, wealth management, and insurance industries. In an era of rapid technological evolution, staying ahead of the curve is vital. This virtual event will bring together industry experts, thought leaders, and innovators to explore the strategies and solutions that will define the future of digital transformation within digital wealth and screen-based collaboration.
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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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Reducing Friction in Financial Management: Empowering Advisors and Clients for Success

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.
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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.