Savvy Advisor

Savvy Wealth, Inc.

About this app

Savvy Advisor is the mobile companion for Savvy Wealth financial advisors — everything you need to stay on top of your practice between meetings, from your phone.

YOUR DAY, AT A GLANCE
See your next meeting, your full day's schedule, and jump into video calls the moment you open the app.

YOUR WHOLE BOOK OF BUSINESS
Browse and search every household you advise. Open a client to see members, accounts and balances, and open tasks — the full picture in one tap.

NEVER MISS AN ACCOUNT EVENT
Get notified the moment an account is opened or funded, and stay ahead of what needs your attention across your book.

EVERY TASK, PRIORITIZED
Track onboarding steps and follow-ups, filter by what's due, and keep every client moving forward.

SECURE BY DESIGN
Savvy Advisor is for authenticated Savvy Wealth advisors, protected with secure authentication and encrypted storage.

Savvy Advisor requires a Savvy Wealth advisor account.

What’s new

- Bug fixes