Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,417 Ratings
  • Summ Reviews & Ratings
    4.6 out of 5 stars 936 Ratings
    Company Website for Summ
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 16,475 Ratings
    Company Website for Vantage
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 91 Ratings
    Company Website for Capitalcore
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • gtechna Reviews & Ratings
    4.3 out of 5 stars 19 Ratings
    Company Website for gtechna
  • B2i Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for B2i
  • CrankWheel Reviews & Ratings
    4.9 out of 5 stars 240 Ratings
    Company Website for CrankWheel

What is SigFig?

SigFig makes top-notch investment advice accessible and affordable for investors from various financial backgrounds. Utilizing an innovative combination of modern design, advanced data analytics, and technology, SigFig empowers users with crucial insights and assistance to achieve their personal financial goals. Our partnerships with prominent global financial institutions showcase our dedication to both innovation and quality. Furthermore, SigFig simplifies the experience for clients seeking investment advice while allowing advisors to provide it through sophisticated digital tools. We are leading the charge in revolutionizing banking with our all-encompassing digital investment advisory services, which are readily available across web platforms, mobile devices, and in-branch settings. Discover the benefits of creating a smart, tax-efficient, and diversified portfolio at a fraction of the cost compared to traditional advisors. It is important to consider whether high fees, misaligned allocations, and insufficient diversification could adversely affect your investment performance. Additionally, our intuitive platform includes features that enhance the ease of tracking and managing your investment portfolio efficiently, ensuring you stay on top of your financial journey. With SigFig, you're not just investing; you're investing wisely.

What is Dynamic Planner?

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AIâ„¢, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems. The Dynamic Planner platform is available through its own UI as well as headless through API and MCP layers for those firms that want to build their own advice experiences on Dynamic Planner's trusted data, models and insights. A first of its kind study of 659 advice firms demonstrated how high-performing firms using Dynamic Planner increased clients served per adviser by 41%, while maintaining strong client outcomes. Driven by its vision of a world where everyone can access the financial advice they need, Dynamic Planner is helping firms transform how advice is delivered, unlocking trusted advice at scale.

Media

Media

Integrations Supported

Integrations Supported

Iress
Salesforce

API Availability

API Availability

Has API

Pricing Information

0.25% per year
Free Version

Pricing Information

$198.30 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

SigFig

Date Founded

2007

Company Location

United States

Company Website

www.sigfig.com/site/#/home/am

Company Facts

Organization Name

Dynamic Planner

Date Founded

2003

Company Location

United Kingdom

Company Website

dynamicplanner.com

Categories and Features

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
FutureAdvisor Reviews & Ratings

FutureAdvisor

BlackRock