How advisors at Savvy reclaim up to 19Â hours per week
Automation eliminates friction. Acceleration advances outcomes. Impact compounds.
Reclaim your time
How up to 19 hours per week get saved with automation and acceleration:
Automated
Tasks offloaded to Savvy Ops
Billing
2 hrs
Data entry
4 hrs
Document processing
4 hrs
Report generation
3 hrs
Proposal creation
2 hrs
Accelerated
Time compressed
Client onboarding
2 hrs
30 mins
Compliance checks
45 mins
10 mins
Portfolio reviews
1 hr
15 mins
Trading
4 hrs
1 hr
Transform your schedule
See how Savvy transforms your practice through automation and acceleration.
Before Savvy
8:00 AM
Admin tasks
2h
10:00 AM
Client meeting
1h
11:00 AM
Manual billing
2h
1:00 PM
Client call
1h
2:00 PM
Proposal writing
2h
4:00 PM
CRM updates
1h
5:00 PM
Data entry
1h
8:00 AM
Strategic planning
2h
10:00 AM
Client meeting
1h
11:00 AM
Client discovery call
2h
1:00 PM
Lunch & networking
1h
2:00 PM
Client presentations
2h
4:00 PM
Business development
1h
5:00 PM
Data entry
0h
Client time
Growth activities
Manual operations
Proven results
Real metrics from advisors using Savvy
80% of manual billing automated
Proposals generated in under 1 minute
30-40% client household capacity increase
From the community
"Savvy's AI handles the 'paperwork jungle,' so I spend my day where it matters—with clients."
Arynton's results since joining Savvy:
70%
45%
19 hrs/week
"Savvy inherited our entire client billing process, saving us considerable time each month. The team automated 80% of the effort, so the previously week-long process is now completed by them in one day."
Eugene's billing transformation:
80%
1 day
100%
"I am able to rely on my Savvy Investment Operations team for trading: models are easily invested, trades are drafted and I'm able to review prior to execution, security equivalents are well organized, one-off complex items are well executed, concentrated positions/illiquid securities are handled intelligently."
JNB Wealth, Powered by Savvy
Josh's trading operations support:
100%
Full
Expert
Ready to reclaim your time?
See how Savvy transforms your practice through automation and acceleration.
Visuals are illustrative. Time savings vary by practice complexity, product mix, and adoption depth. Sources: internal CSA notes and advisor testimonials. View sources.