SigFig
$0.00
A wealth management platform offering automated investment advisory and portfolio tracking services. It provides robo-advisory services with human advisor access, automatic rebalancing, and tax-loss harvesting features. The platform analyzes existing portfolios and offers optimization recommendations, serving both individual investors seeking automated wealth management and financial institutions offering digital advisory services.
A wealth management platform offering automated investment advisory and portfolio tracking services. It provides robo-advisory services with human advisor access, automatic rebalancing, and tax-loss harvesting features. The platform analyzes existing portfolios and offers optimization recommendations, serving both individual investors seeking automated wealth management and financial institutions offering digital advisory services.
A wealth management platform offering automated investment advisory and portfolio tracking services. It provides robo-advisory services with human advisor access, automatic rebalancing, and tax-loss harvesting features. The platform analyzes existing portfolios and offers optimization recommendations, serving both individual investors seeking automated wealth management and financial institutions offering digital advisory services.