Free Portfolio Performance Reporting App With Board Members From Schwab, Yahoo! And WSJ Provides Investment Advice Hot

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“Designed to work effortlessly, SigFig automatically pulls your 401k, IRA, trading, and advisor account data into one place—giving you a real-time view of all your investments across all your desktop and mobile devices—no manual data entry required,” according to the company’s fact sheet. “SigFig’s patent-pending technology then diagnoses your portfolio and gives you personalized investment advice to help you save and make more.”
 
 
 
You can sign up for free for the USA Today performance reporting app. TechCrunch has reported that SigFig is planning on working with advisors after somehow vetting them.
 
Among SigFig’s board members are executives from Charles Schwab, Yahoo!, Personal Capital,  and The Wall Street Journal.
 
For advisors who are not adopting new technology, improving efficiency, and expanding beyond investment advice, apps like this pose a growing threat.
 
 
 
 

 

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