Standout features of 10 robos aimed at advisory firms
SigFig Wealth Management
SigFig's service was launched to the public in 2012 and began focusing on bank and advisory clients three years later.
Its platform allows firms to customize the investment management assumptions, such as capital markets expectations, as well as risk questionnaires. SigFig also has partnered with multiple large custodians, and its clients can choose either one custodial platform or allow its investing clients to sign-up and leave assets at their existing custodian.
Its clients include Wells Fargo Advisors, UBS Wealth Management and Citizens Bank.