SigFig

SigFig offers a comprehensive set of interconnected digital wealth solutions that are designed to revolutionize the way financial institutions manage and grow their businesses. Their customer-centric ecosystem provides a seamless experience for both advisors and clients. SigFig's technology is tailored to meet the unique financial needs and goals of investors, offering curated digital investing experiences. With the ability to provide digital advice that can be customized to a wide range of client goals, from basic to complex, SigFig ensures that every client receives the attention and guidance they need. The platform also leverages technology to deliver a personalized experience that simplifies the onboarding and management process for both advisors and clients. SigFig has an established track record of success, with a team of experienced professionals who have a wealth of knowledge in building successful programs with enterprise partners. Their services include a simple process to understand a client's short-term and long-term financial goals, timelines, and risk profiles, as well as proposal generation based on the client's goals and profile. Account opening is a breeze, with a personalized portfolio typically opened in less than 10 minutes. Funding aggregation technology streamlines the movement of cash and assets, while digital paperwork and eSignatures make operations more efficient. Quarterly rebalancing and daily health checks ensure that portfolios are optimized based on market movement. SigFig's marketing communications team works with each firm to craft client emails to drive onboarding initiatives, and annual reviews keep advisors and clients informed. SigFig's digital wealth solutions are embedded in the world's leading financial institutions, serving banks, credit unions, wealth management firms, and insurance companies. For individual investors, SigFig offers a simplified investment journey and the potential to maximize returns. Overall, SigFig is a powerful tool that empowers financial institutions and investors to achieve their financial goals.