A client-led personalized investing experience for mass and mass affluent clients

Optimized to help clients open an account, start investing and receive personalized recommendations.

Why Does Your Firm Need SigFig Digital Advice?

For Clients

Provide high quality investment advice to clients of all wealth levels.

DA for the client

Paths to Partnership

SigFig offers a breadth of engagement models to meet your financial technology and wealth management needs, no matter the complexity.

SigFig as your:

Tech Vendor

Sub Advisor

Full Advisor

Services

Market leading end-to-end digital wealth solutions for both clients and advisors with seamless connectivity from client profiling & investment proposal through to account opening, and client servicing.

A range of investment and advisory services including: investment and portfolio management, model due diligence, risk profiling and client suitability, trading.

Outsourced RIA, SigFig is the advisor and responsible for all advisory & operational services.

Flexible Integration and Implementation Models

An open architecture concept that integrates into your existing systems and technology stack.

Integrated Dashboard Experience

Reach clients where they are, with intelligent client information prefill.

Automated Investment Management

Empower clients to stay on track towards their goals with rebalancing and tax loss harvesting.

Convenient Client Portal

Reach the next generation of wealth clients and service a broader group of investors with easily accessible and integrated technology that is convenient and intuitive.

The SigFig Product Ecosystem

An integrated client experience

Our ecosystem of solutions is designed to modernize advice delivery and create an experience-led approach to wealth management.