Digital Advice Pro
Modern managed account platform that enables advisors to serve clients more efficiently and attract new client segments.
Why Does Your Firm Need SigFig Digital Advice Pro?
Provide clients with a digital-first experience while still benefiting from a dedicated advisor relationship.
Significantly reduce operational complexity and improve client conversion and wallet share capture.
For the Firm
Reduce the cost of offering advisory programs while improving advice consistency and compliance.
A Seamless Advisor-Led Experience
Modernizes the advisor-led managed accounts platform by connecting typically fragmented workflows
Improving the Cost-to-Serve
All-in-One Goals, Profiling, Proposal, Funding and Fulfillment
Integration with Existing Advisor CRM
Automated Annual Reviews and Communication
Enable Virtual Advice Teams
Flexible Integration and Implementation Models
Can you imagine saving 30 days a year to deepen client relationships?
Download our math, Maximizing Reach and Efficiency: How SigFig Can Help Empower Financial Advisors, to learn how you can enable your teams to spend time on what matters most.