Goals + Planning A simple process to understand a client’s short-term and long-term financial goals, timelines and risk profiles Proposal Generation Prefill options build a proposal from your client’s goals and profile Account Opening A personalized portfolio is typically opened in less than 10 ...
Rapidly identify portfolio adjustments for faster goal achievement in your client’s financial journey. Goals Tracking Digestible goal info enables advisors to guide productive planning conversations with clients. Plaid Account Aggregation Provide one view of your client’s financial accounts through our Pla...
Engage is the latest addition to SigFig’s comprehensive digital wealth ecosystem, alongside Digital Advice Pro, the modern managed account platform that enables advisors to serve prospective and existing clients more efficiently, and Digital Advice, the fully automated personalized investment portfolio t...
The B2B robo-advisors market offers automated portfolio creation services to financial institutions, such as banks, wealth managers, and other financial advisors. The robo advisor-as-a-service market is driven by the growing demand for low-cost, automated investment solutions that can help individuals...
作者: Windows 8 首八款 App 里面包括了一款 SigFig Portfolio ,据闻专为投资者设计。
Sigfig took over CNN Money's portfolio tracker; they may have been powering the CNN product. Anyway, the Sigfig product links to my various brokerage accounts and provides me with real time updates of all kinds of metrics regarding the performance of my portfolio both on the web and with ...
SigFig offers a comprehensive set of interconnected digital wealth solutions to empower your advisors and clients. Through curated digital investing experiences, our integrated services are designed to provide investors with portfolio options tailored to their unique financial needs and goals. Technology ...