Digital Wealth Platform

SigFig is a comprehensive digital wealth management platform designed to empower financial institutions, advisors, and individual investors. It offers a suite of interconnected solutions that streamline investment management, enhance client engagement, and drive operational efficiency. SigFig combines advanced technology, automation, and personalized advice to deliver scalable, compliant, and cost-effective wealth services.

Features

• Fully digital account opening with eSignature support
• Client-led and advisor-led onboarding workflows
• Automated portfolio rebalancing and dividend reinvestment
• Tax-efficient investment strategies
• Custom portfolio creation in minutes
• Mobile app for on-the-go investment tracking
• Integration with custodians like Fidelity and Charles Schwab
• CRM and advisor workstation integration
• Virtual meeting tools with transcription and scheduling
• Portfolio comparison and goal tracking tools
• Aggregation of financial accounts via Plaid

Capabilities

• Serve mass affluent and emerging investors with tailored solutions
• Enable hybrid advice models (digital + human advisor)
• Support remote collaboration between clients and advisors
• Deliver personalized investment recommendations based on risk profiles
• Streamline advisor workflows and reduce non-client-facing tasks
• Scale operations across multiple client segments and institutions
• Provide real-time portfolio health checks and drift monitoring
• Offer flexible fee structures and model portfolios

Benefits

• Reduced cost-to-serve across client segments
• Increased advisor efficiency and client satisfaction
• Faster onboarding and account setup (under 10 minutes)
• Improved portfolio performance through automation
• Minimized fees (0.25% annual fee, first $10,000 managed free)
• Enhanced compliance and suitability checks
• Greater transparency and control for investors
• Scalable infrastructure for financial institutions