Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

SigFig democratizes high-quality investment guidance, making it affordable for investors across all financial backgrounds. By leveraging a blend of cutting-edge design, data analytics, and technology, SigFig equips investors with the necessary insights and support to reach their individual financial aspirations. Our alliances with leading global financial institutions reflect our commitment to innovation and excellence. Additionally, SigFig streamlines the process for clients to receive investment advice while enabling advisors to deliver it through advanced digital experiences. We are at the forefront of transforming banking through our comprehensive digital investment advisory services available on web platforms, mobile devices, and in-branch interactions. Experience the advantages of building a smart, tax-efficient, and diversified portfolio at a significantly lower cost compared to conventional advisors. Take the time to evaluate if excessive fees, skewed allocations, and lack of diversification could be negatively impacting your investment returns. Plus, our user-friendly platform offers tools that simplify tracking and managing your investment portfolio effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APS Payroll Yes 
Coin Metrics Yes 
Diversiview Yes 
Dividend.watch Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
Medved Trader Yes 
Nitrogen Yes 
Option Alpha Yes 
PremiumGuardHQ Yes 
ProTracker Advantage Yes 
Provisian Yes 
RightCapital Yes 
Riskalyze Yes 
Taiki Yes 
TradeZella Yes 
TradersPost Yes 
TradingDiary Pro Yes 

Integrations

APS Payroll No 
Coin Metrics No 
Diversiview No 
Dividend.watch No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
Medved Trader No 
Nitrogen No 
Option Alpha No 
PremiumGuardHQ No 
ProTracker Advantage No 
Provisian No 
RightCapital No 
Riskalyze No 
Taiki No 
TradeZella No 
TradersPost No 
TradingDiary Pro No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

0.25% per year
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

SigFig

Founded

2007

Country

United States

Website

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

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