Modern custodial solution for the independent RIA
The first AI-native custodial platform built for independent RIA owners
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The first AI-native custodial platform built for independent RIA owners
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The custodial experience RIA owners deserve
Best in class custodial platform
Onboard clients in as little as 90 seconds, not days, with trading, billing, reporting, and account opening in one connected system. Built as software from day one, not stitched together over time.
For illustrative purposes only. Not actual client data.
Create the experience you want
End-to-end control over how work gets done, with a white-labeled client experience you can personalize down to the details, powered by AI, built around your firm.
For illustrative purposes only. Not actual client data.
Built to fit your practice
An open architecture built for how you already work. CRM, billing, trading, and reporting connect directly into your practice, so nothing gets stuck moving between systems that don't talk to each other.
For illustrative purposes only. Not actual client data.
This is how independence works
Onboarding
Upload statements, extract account data automatically, and send intake. A single agreement instead of a stack of custodian paperwork.
Client portal
A home your clients actually come back to with one connected view of net worth, accounts, and tasks. That’s real-time balances, account health alerts, and reporting your clients can trust.
Reporting
Generate branded client reports directly from the platform, powered by data that updates near real time instead of overnight.
Portfolio trading
Trade and rebalance directly in-platform. Actions write straight into the account record instead of sitting in an operations queue.
Transfer/ACATs
Bring accounts over without the busywork. Initiate and track ACATs transfers directly in the platform. No paper forms, no manual status-chasing with the old custodian.
For illustrative purposes only. Not actual client data.
"Independence shouldn't stop at owning your own firm. It should extend to every account, every relationship, and every choice you make for a client. That's what Savvy Custodial is built to protect."
These advisors are affiliated with Savvy Wealth through its RIA platform. Savvy does not pay advisors specifically for these testimonials, but as platform participants they have a financial interest in Savvy's growth and reputation, which is a material conflict of interest. Individual advisor experiences vary and do not reflect the experience of clients or predict future results.
