SigFig offers digital wealth management tools for financial institutions, providing tailored advice, streamlined onboarding, and enhanced client engagement.
Digital wealth solutions for financial institutions
SigFig is a platform designed to help financial institutions modernize their wealth management services. With its digital tools, you can easily integrate client onboarding, account opening, and product suitability into your existing systems, making the process smoother and more compliant.
The platform offers tailored advice and collaborative experiences, so advisors and clients can connect remotely or in hybrid settings. Whether you’re a bank, credit union, wealth management firm, or insurance company, SigFig provides solutions to drive efficiency, reduce costs, and help you serve a broader range of clients.
SigFig also supports individual investors, giving them access to digital investing tools that are simple to use. If you’re looking to enhance advisor-client engagement and empower your team with a seamless, modern wealth management platform, SigFig brings all the essentials together in one place.
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