Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
As a blend of innovator, educator, and guide in the alternatives sector, iCapital provides user-friendly, scalable digital solutions that have revolutionized the way private market and hedge fund investments are conducted. With the support of iCapital, financial advisors, wealth managers, and asset managers globally can now access the necessary tools to present high-net-worth investors with the potential for returns and diversification that alternative investments offer. This includes everything essential for presenting alternative investment options, from a carefully selected range of professionally managed funds to educational resources and advanced portfolio analytics, all housed within a leading-edge digital platform. You can choose from iCapital’s extensive collection of professionally managed funds or create your own tailored selection while benefiting from thorough advisor training and certification on a seamless digital investment interface. This empowerment not only enhances the client experience but also drives growth in the alternative investment space.
API Access
Has API
API Access
Has API
Integrations
Canton
Pricing Details
0.25% per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SigFig
Founded
2007
Country
United States
Website
www.sigfig.com/site/#/home/am
Vendor Details
Company Name
iCapital Network
Founded
2013
Country
United States
Website
www.icapitalnetwork.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management