Alongside its new company name, the wealth management technology pioneer unveiled its expanded product ecosystem designed to bring “finance with intelligence” to a broader range of advisors at banks, wealth managers and insurance companies.

SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced that it is changing its company name to Tandems, and launching an expanded product ecosystem centered around an AI-native wealth operating system for financial advisors. Its new WealthOS helps advisors run more efficient and effective meetings, turns every new client conversation into an asset-gathering opportunity, and helps deliver personalized advice at scale. This new evolution reflects SigFig’s growth beyond investment management tools deployed by large financial institutions, to providing full “finance with intelligence” to banks, insurance companies and large wealth management firms.

Founded in 2006, SigFig launched initially to democratize access to financial advice, and soon expanded its focus to building digital wealth solutions deployed by major financial institutions to help manage billions of dollars in investments. As a pioneer in the rise of robo-advisory and digital wealth technology of the last decade, its platform serves over $60 billion in assets across two million accounts and 6,000 advisors. Tandems has now leveraged this scale and deep industry expertise to build powerful new verticalized AI solutions tailored to the unique workflows and needs of financial institutions and their advisors.

Tandems’ new brand and expanded product set is designed to transform a financial advisory industry where core platforms have not kept up with the wider velocity of technological change. It wants to use “finance with intelligence” to transform a sector of commoditized products, basic services and outdated infrastructure, through reimagined intelligent solutions and personalized advice that can amplify and augment human expertise. The Tandems product ecosystem automates the manual work that takes up 90% of an advisor’s time, and lets them focus on what they do best: building meaningful relationships and providing strategic guidance. At the core of its new AI-native WealthOS is a verticalized approach to AI, that is pre-integrated with most major financial and software data platforms, meets stringent security and privacy standards and is finetuned for over 200 real world financial use cases. This verticalized approach to AI significantly outperforms horizontal AI when compared against accuracy benchmarks.

“The financial advisory industry is at a crossroads in the US, with more Americans than ever being called upon to save for their own retirement and more people than ever before actively investing. Meanwhile, you have an industry that runs on outdated technology and is constrained by a slowly shrinking pool of advisors,” said Mike Sha, co-founder and CEO of Tandems. “Tandems is architected to drive a paradigm shift across the entire industry and meet the coming explosion in demand, helping financial institutions improve client experiences and provide them with deeper insight than ever before.”

Tandems’ New AI-Native WealthOS Puts Superpowers in the Hands of Financial Advisors

Tandems’ new product ecosystem provides its existing customer base access to a broader range of tools, while also opening up a significantly expanded range of financial professionals who can benefit from its platform. Its operating system connects data, context and workflows, with AI-enabled applications that can manage the full life cycle of how a financial advisor engages with clients, grows their business and manages their investments. Its focus on being a fully verticalized AI solution for financial advisors means that it is reliable, secure and private and can be installed and production ready in less than 30 days.

There are three core solutions within the new Tandems ecosystem:

• TandemsMeet: a human-centered sales and meeting effectiveness platform built to improve every phase of client engagement. The solution uses specialized AI tools to improve all aspects of meeting management, from scheduling through to all post-meeting administration activities, and improves in-meeting collaboration through a suite of tools designed specifically for finance professionals.
• TandemsGrow: a modular and integrated set of AI-powered tools designed to identify and capture assets, increasing overall client wallet share, satisfaction, and loyalty. Grow integrates with the datasets and workflows of financial professionals, providing users with a powerful set of tools to help them better discover opportunities, convince clients to take action, and seamlessly convert opportunities to outcomes.
• TandemsInvest: provides for frictionless investing and personalization at scale through fully connected digital managed accounts and onboarding platform, creating a best-in-class digital experience for advisors and clients. The solution proactively generates advice based on client goals and makes investment recommendations while automating portfolio operations with real-time rebalancing and tax optimization.

About Tandems

Tandems isn’t just building software. It is pioneering a movement that transforms how financial services operate at its core. Its AI-native wealth operating system for financial institutions is built around three core solutions (TandemsMeet, TandemsGrow, and TandemsInvest) helping advisors to run more efficient and effective meetings, turn every new client conversation into an asset-gathering opportunity, and deliver personalized advice at scale. Founded in 2006, Tandems partners with leading financial institutions in the U.S. and Canada, serving more than two million accounts and 6,000 advisors on its platform. Follow Tandems on LinkedIn and learn more at tandems.ai.

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Tandems' new WealthOS helps advisors run more efficient and effective meetings, turns every new client conversation into an asset-gathering opportunity, and helps deliver personalized advice at scale.