A-Team Insight Briefs

Refinitiv partners SigFig on robo advice solution

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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.

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