SigFig
Investment portfolio management software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if SigFig and its alternatives fit your requirements.
Pay-as-you-go
Free Trial unavailable
Free version
Small
Medium
Large
- Transportation and logistics
- Professional services (engineering, legal, consulting, etc.)
- Retail and wholesale
What is SigFig
SigFig is a digital wealth management platform used by financial institutions and advisors to deliver portfolio management and automated investing experiences. It supports account aggregation, portfolio analysis, and model-based portfolio construction and rebalancing for retail and mass-affluent client segments. The product is commonly deployed as a white-labeled or embedded solution within banks and broker-dealers rather than as a standalone advisor workstation.
Institution-focused digital wealth platform
SigFig is designed to be implemented by banks and broker-dealers to offer digital advice and managed portfolios to their end clients. This orientation fits organizations that need an institution-grade program rather than an individual investor tool. It also aligns with use cases where the institution controls the client experience, branding, and product menu.
Account aggregation and analytics
The platform supports linking external accounts to provide a consolidated view of a client’s holdings. It uses the aggregated data to generate portfolio diagnostics such as allocation breakdowns and risk/fee insights. This helps advisors and institutions identify opportunities for rebalancing or managed-account conversion based on observed client portfolios.
Model portfolios and rebalancing workflows
SigFig supports model-driven portfolio management, including portfolio construction and ongoing rebalancing. This is useful for scaling managed programs across many accounts with consistent investment policies. It can reduce manual effort compared with spreadsheet-based portfolio monitoring and ad hoc trading processes.
Limited planning depth vs. FP tools
SigFig is primarily oriented around portfolio management and digital advice rather than comprehensive financial planning. Organizations that require deep cash-flow modeling, tax scenario planning, or complex household planning may need an additional planning system. This can increase integration and workflow complexity for advisory teams.
Institutional deployment complexity
Because SigFig is often implemented inside a financial institution’s channels, deployments can involve vendor management, security reviews, and integration work. Time-to-launch may depend on the institution’s technology stack and governance processes. Smaller firms looking for quick self-serve setup may find this approach less suitable.
Feature visibility varies by partner
Capabilities available to end users can vary depending on how a bank or broker-dealer configures and licenses the platform. As a result, evaluating the product based on public information can be difficult, and feature parity may differ across implementations. Buyers typically need detailed scoping to confirm what is included in their specific program.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Portfolio Tracker (free) | $0 | Permanently free portfolio tracker for tracking and syncing brokerage accounts; no management fees. |
| Managed Account | 0.25% of assets under management on assets over $10,000 (0% on first $10,000) | Account minimum $2,000 to open; fee collected monthly and deducted from the brokerage account; no commissions, transaction, or trading fees; underlying ETFs have their own expense ratios. |
Seller details
SigFig Wealth Management, LLC
San Francisco, CA, USA
2007
Private
https://www.sigfig.com/
https://x.com/sigfig
https://www.linkedin.com/company/sigfig/
