Yesterday, SigFig announced a major rebrand to Tandems.ai, marking a sharp pivot from its early identity as a robo-adviser to a provider of an AI-native wealth operating system designed for financial institutions. This evolution reflects both industry trends and SigFig’s long-term strategy: moving beyond direct-to-consumer robo models toward enterprise-grade, AI-driven infrastructure that streamlines adviser workflows and scales personalised advice.

The new platform integrates AI into the daily operations of advisers, automating tasks such as scheduling, meeting prep, document processing, and client outreach. The goal is to free up capacity for relationship-building while also solving adviser productivity challenges and enhancing client experiences. At its core are three product lines:

• TandemsMeet – automates meeting preparation, generates actionable insights, and supports follow-ups, ensuring each client interaction is more effective.

• TandemsGrow – drives business development through intelligent nudges, scalable personalisation, and proactive client engagement to help advisers expand wallet share.

• TandemsInvest – provides real-time portfolio rebalancing, tax optimisation, and custom investment strategies with institutional-grade rigor.

With over US$60 billion in AUA across 6,000 advisers already supported, Tandems emphasises its vertical AI expertise, highlighting more than 200 domain-specific use cases and the ability to deploy within 30 days under enterprise-grade security. Observers see this repositioning as aligning Tandems with platforms like Orion and Advyzon, preparing the company for scale and a long-anticipated exit for its investors.

K note
I am not sure if this is a pivot or a pirouette. It seems like an age since the days of the old Robo Wars. And this industry continues to evolve at warp speed, which is one of the reasons we love our little corner of the world!

Read the original article here.