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SigFig

SigFig Enterprise

Composite Score

6.8 /10

CX Score

6.9 /10

5 Reviews Write a Review

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What is SigFig Enterprise?

SigFig is an online investment advisor software comprised of various portfolio management tools and features.

Company Details

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SigFig Enterprise Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

100 Plan to Renew

71 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+80 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love SigFig Enterprise?

0% Negative

23% Neutral

77% Positive

Pros

Continually Improving Product
Trustworthy
Efficient Service
Caring

Cons

Security Frustrates
Leverages Incumbent Status
Less Reliable

Feature Ratings

Average 77

Fund Management

Trade Management

Compliance Management

Asset Management

Portfolio Management

Multi Currency

Investment Accounting

Banking Risk Management

Contact Management

Mergers and Acquisitions

Investor Relations Management

Vendor Capability Ratings

Average 76

Business Value Created

Breadth of Features

Vendor Support

Ease of IT Administration

Availability and Quality of Training

Quality of Features

Ease of Implementation

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

SigFig Enterprise Reviews

Yvonne A.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Dec 2024

Comprehensive Client Management

Likeliness to Recommend

10 /10

What differentiates SigFig Enterprise from other similar products?

Holistic Wealth Management: SigFig Enterprise provides a comprehensive wealth management platform that integrates investment management, financial planning, and client management.

What is your favorite aspect of this product?

Advanced Analytics and Reporting: Many users appreciate SigFig Enterprise's advanced analytics and reporting capabilities, which provide actionable insights and enable data-driven decision-making

What do you dislike most about this product?

NOTHING AT ALL

What recommendations would you give to someone considering this product?

GO FOR IIT ACCORDING TO YOUR SPECIFIATION

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Omer E.

Role: Student Academic
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Aug 2024

Powerful and versatile

Likeliness to Recommend

8 /10

What differentiates SigFig Enterprise from other similar products?

SigFig Enterprise distinguishes itself from other investment management platforms through its comprehensive integration of advisory and management services, creating a seamless experience that merges portfolio management with client advisory needs. The platform excels in automation, featuring advanced tools for portfolio rebalancing and trade execution, which streamline operations and enhance efficiency. Additionally, SigFig Enterprise is noted for its sophisticated analytics and reporting capabilities, providing real-time performance tracking and detailed portfolio analysis to support data-driven decision-making.

What is your favorite aspect of this product?

My favorite aspect of SigFig Enterprise is its seamless integration of advanced automation with sophisticated analytics, which enhances both efficiency and data-driven decision-making.

What do you dislike most about this product?

The most significant downside of SigFig Enterprise is its steep learning curve, which can make it challenging for new users to fully leverage all of its advanced features.

What recommendations would you give to someone considering this product?

I recommend thoroughly exploring SigFig Enterprise's extensive features and automation capabilities to ensure they align with your investment management needs. Additionally, be prepared for a learning curve and consider investing time in training to fully utilize the platform’s advanced analytics and customization options.

Pros

Trustworthy
Acts with Integrity
Continually Improving Product
Respectful

Cons

Inhibits Innovation
Less Performance Enhancing
Under Delivered

Kirti A.

Role: Finance
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2026

Modern Wealth Tech That Supports Advisors

Likeliness to Recommend

8 /10

What differentiates SigFig Enterprise from other similar products?

Most platforms in this space either lean heavily into robo automation or down teams in dashboards. SigFig feels more careful, it layers digital investment tools into an institution's existing structure without forcing a cultural reset.

What is your favorite aspect of this product?

The portfolio insights feel practical, not theoretical. Instead of flooding the screen with abstract metrics, it surfaces information that actually helps during client discussions.

What do you dislike most about this product?

If systems and teams aren't aligned, it's impact feels limited.

What recommendations would you give to someone considering this product?

If you treat it as a strategic layer within your wealth offering, it can add real structure and scalability. If you expect instant transformation without internal alignment, you maybe failed to get impress.

Pros

Continually Improving Product
Trustworthy
Unique Features
Efficient Service

Cons

Security Frustrates
Less Reliable

SigFig Enterprise

What is SigFig Enterprise?

Company Details

Need Assistance?

SigFig Enterprise Ratings

87 Likeliness to Recommend

100 Plan to Renew

71 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+80 Net Emotional Footprint

How much do users love SigFig Enterprise?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Contact Management Includes legal CRM, case and client history, and client portals.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

SigFig Enterprise Reviews

Yvonne A.

Comprehensive Client Management

Likeliness to Recommend

Pros

Omer E.

Powerful and versatile

Likeliness to Recommend

Pros

Cons

Kirti A.

Modern Wealth Tech That Supports Advisors

Likeliness to Recommend

Pros

Cons

Feature Ratings

Fund Management

Trade Management

Compliance Management

Asset Management

Portfolio Management

Multi Currency

Investment Accounting

Banking Risk Management

Contact Management

Mergers and Acquisitions

Investor Relations Management

Vendor Capability Ratings

Business Value Created

Breadth of Features

Vendor Support

Ease of IT Administration

Availability and Quality of Training

Quality of Features

Ease of Implementation

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization