A modern open-architecture investment platform that allows firms to reach clients directly or through an advisor.
The accessibility & affordability clients want, and the scale & growth that enterprises expect.
Serve The Mass Affluent Multi-Channel Interaction Advisor Enablement Simplify Processes Digital-First Experience Security & Reliability
Integrate core banking with client-led, easy to understand personalized portfolio advice for a more holistic wealth management experience.
Deliver a hybrid advice platform with purpose-built solutions for remote advice on any device.
Provide risk tolerance questionnaires and needs-based discovery journeys to help advisors offer personalized advice.
Expand reach and efficiency in account openings, client onboarding, annual reviews, portfolio management, and administration.
Connect needs discovery, investment solutions, advising, sophisticated back-end technologies, and modern interactions all in one centralized space.
Work confidently with 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.
Investments and wealth management can be intimidating, but it doesn’t have to be. We've built in behavioral nudges and pro-active advice throughout the client experience to help ensure that goals are being met with straightforward communication, ease and confidence.
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