# Convenient Wealth-Tracking Platforms SigFig Wealth Management Simplified Portfolio-Tracking By Mishal Omar | Published 2017-11-21 | Tech Source: Trend Hunter, https://www.trendhunter.com/trends/sigfig-wealth-management References: [itunes.apple](https://itunes.apple.com/us/app/sigfig-wealth-management/id524027365?mt=8) SigFig Wealth Management is an app that allows people to view their portfolio, and where it is in terms of the users' personal goals. The app is described as a "[data-driven financial planner](https://www.trendhunter.com/trends/provisian)" which gives users a free portfolio analysis and investment tracking upon signing up, and places all of users' investment accounts into a [single dashboard](https://www.trendhunter.com/trends/fina-money) so they can analyze it themselves and create a "[personalized investment strategy](https://www.trendhunter.com/trends/nut-goals)." The app also allows users to optimize their returns by offering "24/7 portfolio monitoring, tax-efficient investment strategies, dividend reinvestment and automatic re-balancing." SigFid Wealth Management has the benefit of organization and efficiency, as well as of being cost-effective – making it an excellent platform for people to manage their finances and investments. ## Trend Insights (Trend Hunter) - Score: 2.2/10 - Popularity: 53% | Activity: 6% | Freshness: 8% - Audience gender: 50% men, 50% women - Primary generations: Gen Z, Millennial, Gen X - Top markets: North America, Europe, Asia ## Categories [Trend Hunter](https://www.trendhunter.com/trends) > [Tech](https://www.trendhunter.com/tech) > [Mobile](https://www.trendhunter.com/mobile) ## Key Themes ### Key Themes Behind This Trend - **Data-driven Financial Planning:** There's a need to develop more data-driven financial planning software that offers free portfolio analysis and investment tracking. - **Unified Dashboard for Investment Accounts:** More unified dashboard apps are needed that can place all investment accounts in one place for people to analyze assets and create a personalized investment strategy. - **24/7 Portfolio Monitoring and Optimization:** Software developers can create more online platforms that allow for 24/7 portfolio monitoring, tax-efficient investment strategies, dividend reinvestment and automatic re-balancing. ### Where This Applies - **Financial Services:** Financial services industry can partner with tech developers to create more online wealth-tracking platforms to provide a data-driven financial planning service. - **Investment Management:** Investment management firms can benefit from creating unified dashboard apps for investment accounts to provide cost-effective solutions for portfolio analysis and investment tracking. - **Fintech:** Fintech startups can leverage data analytics and machine learning algorithms to develop more robust, free-to-use wealth management and personalized investment planning software with 24/7 portfolio monitoring and optimization. ## Related on Trend Hunter - [Financial Tracking Dashboards](https://www.trendhunter.com/trends/ezfin.md) - [Unified Investment Trackers](https://www.trendhunter.com/trends/allinvestview.md) - [Holistic Asset Tracker Platforms](https://www.trendhunter.com/trends/personal-assets-tracker.md) - [Passive Investment Platforms](https://www.trendhunter.com/trends/passive-investment-platform.md) - [Money Management Platforms](https://www.trendhunter.com/trends/wealth-calculator.md) - [Money Management Apps](https://www.trendhunter.com/trends/fingrow.md) - [Empowering Financial Management Apps](https://www.trendhunter.com/trends/money-tracking.md) - [Personal Finance Trackers](https://www.trendhunter.com/trends/finance-management-tool.md) - [Simple Finance Trackers](https://www.trendhunter.com/trends/wingmann.md)