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
Build an intelligent, tax-efficient, diversified portfolio for less
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An advisor-led managed accounts platform for your mass affluent clients
Optimized for both in-person and hybrid advice delivery.
For Clients
Provide clients with a digital-first experience while still benefiting from a dedicated advisor relationship.
“I have found SigFig Digital Advice Pro to be of great ease and value for many of my clients. The platform is extremely user friendly and accounts are usually set up within minutes, with little to no paperwork. Use it once and it will quickly become your preferred platform.”
Financial Advisor, Top 15 Largest US Bank
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:
01
Tech Vendor
02
Sub Advisor
03
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.
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A range of investment and advisory services including: investment and portfolio management, model due diligence, risk profiling and client suitability, trading.
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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.
Integration with Existing Advisor CRM
Avoid data entry redundancy with client information pre-fill.
All-in-One Goals, Profiling, Proposal, Funding and Fulfillment
Reduce friction and need for advisors to operate across multiple systems with one centralized platform.
Automated Annual Reviews and Communication
Empower advisors to reach more clients with personalized engagement and communication.
Client Portal
Allow clients to self serve when appropriate with a platform configurable for the home office.
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.
