SigFig

The Best Portfolio Management Software Makes Your Life Easier Investors need to keep track of their mutual and exchange traded funds, individual stocks and bonds for many reasons. You want to examine your investment returns, fees, asset allocation, as well as plan for retirement and more. Of course you can do it by hand or with an investment tracking spreadsheet, but with the excellent investment portfolio management software available, why bother? From free investment software, to a one-time payment or on-going fees, there has never …

Discover the Pros and Cons of Robo-Advisors for Retirees With the robo-advisor digital investment manager becoming an increasingly popular choice amongst early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the best robo-advisors for retirees. Good news, there are robo-advisors for retirees that can manage your investments affordably! One of the great things about robo-advisors is that they are customizable. Retirees can benefit from the ability to rev up the aggression in their …

Robo-Advisor News – September 2018 September is a huge month in terms of robo-advisor changes and announcements. Some of the most well-known robos are offering new and innovative services, winning awards, and acquiring new investments—all with the investor’s experience and needs in mind. Even stalwart JP Morgan launched an investment app. This month robo-advisor news brings an exciting announcement from Betterment, a robo-advisor we talk about frequently here at Robo-Advisor Pros. In order to provide even better service to their customers, Betterment is making it …

There’s a Robo-Advisor With Human Touch for All Let’s face it, the idea of turning one’s finances over to a robo-advisor is nerve-wracking for some. In fact, you might be skeptical about hiring a totally automated investment manager and would prefer a robo-advisor with human advisor access. If you want a digital investment advisor with a human touch, you’re not alone. Hybrid robo-advisors are gaining in popularity. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better …

M1 Finance, WiseBanyan, Wealthfront, TD Ameritrade and SigFig Command the Robo-Advisor News Headlines Keeping up with the latest robo-advisor news is a full-time job. From M1 Finance offering borrowing for it’s users to WiseBanyan massively expanding their investment options, the news never stops. Even if you’re not seeking a robo-advisor to manage your investments, learning about this rapidly expanding fintech arena is fascinating for finance and tech enthusiasts. The main themes of innovation are faster, cheaper and better services. The new robo-advisor fintech financial management …

Staff Columnist, Kevin Mercadante SigFig Robo-Advisor Expert Review SigFig is a robo-advisor that manages your account while it is held in popular investment brokerage platforms, like Schwab, Fidelity, and TD Ameritrade. They offer comprehensive portfolio management, and at very reasonable fees. As of April, 2018 they manage over 750,000 accounts and $300 billion. SigFig provides two different portfolio management levels. 1. The Free service provides limited investment analysis. 2. The Managed Portfolio, is the comprehensive offering with all of the available investment services. SigFig offers …