An accessible & affordable option for clients, with delightful digital experience. An efficient & intuitive platform for advisors, so they can spend more time advising.
The accessibility & affordability clients want, and the scale & growth that enterprises expect.
Serve The Mass Affluent
Security & Reliability
Integrating investing with core banking with easy-to-understand portfolio options.
Deliver a hybrid advice model with solutions purpose-built for remote advice on any device.
Risk tolerance questionnaires and needs discovery journeys help advisors provide great advice.
Increase efficiencies in account openings, client onboarding, annual reviews, portfolio management, and administration.
Connecting needs discovery, investment solutions, advising, sophisticated back-end technologies, and modern interactions.
Enterprise-grade technology trusted by leading financial brands, with an emphasis on meeting rigorous compliance standards.
You’re obsessed with providing delightful and seamless client experiences, and so are we. Partnering with the world’s leading firms has enabled us to optimize important steps, from risk tolerance questionnaires to portfolio monitoring tools.
Investing shouldn’t be complicated and confusing. We’ve built in behavioral nudges and pro-active advice throughout client wealth management experiences to help you ensure your clients are on the right track. You & your clients care about their wealth and financial wellness all the time, which is why Digital Wealth is always on and ready.
To your clients, a great investment portfolio is much more than numbers and trend lines...it’s an orchestration of seamless onboarding and risk assessments, fast account funding and recurring deposits, automated annual reviews, timely rebalancing and trading, tax loss harvesting, goals & planning, and the advisor-client relationship to bring it all together.
"This system was fantastic to use. It was quick, concise, and took care of all disclosure and delivery requirements without the need to print off pages."
SigFig Partner Bank