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.

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.
SigFig Digital Advice integrations map
Flexible Integration and Implementation Models
An open architecture concept that integrates into your existing systems and technology stack.
Digital Advice product shot 1
Integrated Dashboard Experience
Reach clients where they are, with intelligent client information prefill.
Digital Advice product shot 2
Automated Investment Management
Empower clients to stay on track towards their goals with rebalancing and tax loss harvesting.
Digital Advice product shot 3
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.