SigFig vanta di aiutare 750.000 investitori per oltre 350milioni di fondi gestiti.
Ma cosa offre?
Tre servizi principale, che uniti, permettono di avere un solido assistente finanziario.
SigFig Managed Accounts: una singola dashboard dalla quale controllare tutti i conti bancari e relativi investimenti.
Portfolio Tracker: un motore che controlla gli investimenti in essere e li compare con altri dello stesso settore.
SigFig Diversified Income: un servizio di investimento automatizzato ed in linea con il profilo di rischio del cliente (robo-advisor).
Al momento solo disponibile negli States, ma in Italia qualcosina la abbiamo anche noi, anche se ancora suddivisa su piu' servizi, per esempio $moneyfarm e $advise-only nel campo dei robo advisors.
Discussion
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UBS Sells its Robo-Advisor SmartWealth to SigFig | Finance Magnates
SmartWealth was built for those who don’t meet the £2 million asset minimum of UBS wealth management clientele.
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SigFig vanta di aiutare 750.000 investitori per oltre 350milioni di fondi gestiti. Ma cosa offre? Tre servizi principale, che uniti, permettono di avere un solido assistente finanziario. SigFig Managed Accounts: una singola dashboard dalla quale controllare tutti i conti bancari e relativi investimenti. Portfolio Tracker: un motore che controlla gli investimenti in essere e li compare con altri dello stesso settore. SigFig Diversified Income: un servizio di investimento automatizzato ed in linea con il profilo di rischio del cliente (robo-advisor). Al momento solo disponibile negli States, ma in Italia qualcosina la abbiamo anche noi, anche se ancora suddivisa su piu' servizi, per esempio $moneyfarm e $advise-only nel campo dei robo advisors.