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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 Fidelity?

Whether you need comprehensive wealth management or guidance on planning for retirement, our services are tailored to assist you throughout your financial journey. We provide a variety of advantages, such as no account fees, commission-free trading, and no minimum balance requirements for account openings, which enhance the potential of your investments. You will benefit from intuitive tools and the latest insights from our knowledgeable team. Grasping your current financial status is crucial, so make use of our assessment tool to evaluate your readiness for retirement and pinpoint areas that need attention. Our cost-effective robo-advisory services deliver expert investment management, accommodating both fully digital investments and hybrid arrangements that include access to advisors when needed. You will be paired with a dedicated advisor who will offer personalized advice aimed at optimizing and protecting your wealth. Furthermore, you can subscribe to our weekly newsletter for expert analysis on market trends, investment tactics, and personal finance strategies that can empower your financial choices. In addition, our team is committed to ensuring that you navigate the complexities of your financial future with confidence and clarity, providing you with the necessary support every step of the way.

Media

Media

Integrations Supported

APS Payroll
Claritus
Coin Metrics
Crypto Backoffice
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
Provisian
Surmount AI
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE

Integrations Supported

APS Payroll
Claritus
Coin Metrics
Crypto Backoffice
FirstClose
Kinfo
Medved Trader
Nitrogen
Obol
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
Provisian
Surmount AI
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
VISE

API Availability

Has API

API Availability

Has API

Pricing Information

0.25% per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Fidelity Investments

Date Founded

1946

Company Location

United States

Company Website

www.fidelity.com

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