SigFig: Launches CoPilot

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SigFig: Launches CoPilot

  • Wealthtech company SigFig is building on its business-to-business (B2B) offering with the launch of CoPilot
  • US-based Citizens Bank Wealth Management offer the CoPilot digital wealth management tool to its financial advisors
  • CoPilot automates administrative tasks for advisors to help them focus on their client relationships
  • Improve the advisor’s productivity, CoPilot automates compliance processes as well as changes to the client’s risk profile and suitability
  • SigFig acquired the SmartWealth robo-advisory platform from UBS