About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

Refinitiv partners SigFig on robo advice solution

Subscribe to our newsletter

Refinitiv continues to build its commitment to the wealth management industry through a strategic partnership with SigFig, an enterprise financial technology firm. The partnership delivers digital advice technology solutions to institutional users of Refinitiv’s BETA clearing and custody platform and will enable SigFig and Refinitiv to deliver an integrated, end-to-end digital advice experience for investors that supports efficient and automated investment management. This is based on SigFig’s direct-to-consumer platform technology that can be used to create an end-to-end robo advice solution, featuring account opening, automated investment management, money movement and return client experience for institutional clients.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Financial Markets Need Explainable Agents, Not Black Boxes

By Cédric Cajet, Product Director, NeoXam. Artificial intelligence (AI) is fast becoming the newest arms race in financial markets. From portfolio construction to risk modelling and client reporting, firms are racing to embed machine learning and generative AI into their operations. Whether it’s faster insights to make better investment decisions or the ability to reduce...

EVENT

Eagle Alpha Alternative Data Conference, Spring, New York, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

GDPR Handbook

The May 25, 2018 compliance deadline of General Data Protection Regulation (GDPR) is approaching fast, requiring financial institutions to understand what personal data they hold, why they process it, and whether it is shared with other organisations. In line with individuals’ rights under the regulation, they must also provide access to individuals’ personal data and...