Solution introduction
Portfolio Management Software for Financial Advisors and Clients Alike
An accessible & affordable option for clients, with delightful digital experience. An efficient & intuitive platform for advisors, so they can spend more time advising
Built for Enterprise
- Serve The Mass Affluent
- Multi-Channel Interaction
- Advisor Enablement
- Simplify Processes
- Digital-First Experience
- Security & Reliability
The SigFig Digital Wealth Difference
Serve The Mass Affluent
Integrating investing with core banking with easy-to-understand portfolio options.
Multi-Channel Interaction
Deliver a hybrid advice model with solutions purpose-built for remote advice on any device.
Advisor Enablement
Risk tolerance questionnaires and needs discovery journeys help advisors provide great advice.
Simplify Processes
Increase efficiencies in account openings, client onboarding, annual reviews, portfolio management, and administration.
Digital-First Experience
Connecting needs discovery, investment solutions, advising, sophisticated back-end technologies, and modern interactions.
Security & Reliability
Enterprise-grade technology trusted by leading financial brands, with an emphasis on meeting rigorous compliance standards.
