Build a technology driven advisory practice

Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease.

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Intelligent financial planning

Get a bespoke, custom-crafted financial roadmap that takes a holistic approach by unifying every aspect of your financial life.

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A financial roadmap built for you


Portfolio analysis backed by data


Proactive planning to help reach every milestone

Everything you need for your practice in one place

Save time and stay in front of clients with a completely unified CRM, back-office ops, compliance, and marketing.

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Your new advisor dashboard, fully integrated


Let our dedicated Ops team handle your back-office end-to-end


Compliance, optimized & streamlined


Reach your audience with automated, personalized campaigns

Ready to elevate your practice?

From seamless integrations with industry-leading tools to data driven financial planning and marketing automation, Savvy is your partner in supercharging your practice at scale.

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How does Savvy work with financial advisors?

Savvy partners with financial advisors by bringing them on as valued members of our team. We offer both W2 and 1099 employment models, providing the flexibility to work in a way that best suits your professional goals. As part of Savvy, you will have access to our proprietary, technology-powered platform that helps to enhance your capability to deliver effective advice to your clients and streamlines your CRM, operations, client services, back-office, and marketing processes. All to better allow you to focus on what you do best — advising clients.

How do I grow my financial advisory practice?

Growing your financial advisory practice involves a multi-faceted approach including establishing a strong brand, leveraging modern technology to help run your operations efficiently, and providing top-notch client service. Using a platform provided by Savvy can help fast-track your growth. Savvy provides Savvy advisors with a comprehensive in-house platform, marketing automation, and lead generation capabilities to help financial advisors scale efficiently.

What is the best financial planning software for advisors?

The best financial planning software is one that offers a comprehensive set of tools, is easy to use, and enhances the client experience. Savvy's technology-powered platform is developed to enhance efficiency and customization capabilities. It's designed to work seamlessly with industry-leading financial planning tools, enabling advisors to automate processes and streamline their workflow. By integrating CRM, operations, client services, back-office, and marketing functionalities, it offers a holistic solution to advisors' needs.

How can I simplify my client onboarding process?

Client onboarding is often one of the most painful parts of managing a client relationship due to friction in the onboarding process, slow paperwork traditionally sent through snail mail, among other reasons. Simplifying the client onboarding process involves streamlining procedures and leveraging technology. Savvy's platform is designed to provide a seamless and intuitive interface for both advisors and clients, enabling financial advisors to automate and customize the onboarding process, ultimately making it quicker and more efficient.

How can I market myself as a financial advisor?

Marketing yourself as a financial advisor involves creating a strong brand, building a professional online presence, offering valuable content, and networking effectively. Savvy supports Savvy advisors with automated marketing and lead generation funnel creation, saving them time and helping them grow their client base. With comprehensive campaign management, dedicated marketing support, highly efficient technology tools, and workflow automation, Savvy helps financial advisors stay in front of their clients and prospects.

How can financial advisors generate leads?

Generating leads as a financial advisor involves a strategic mix of networking, referrals, digital marketing, and offering value through content. Savvy offers robust lead generation capabilities through its technology platform. With automation campaign management, it allows Savvy advisors to reach a larger audience helping to convert them into clients. The platform's advanced tools also enable efficient tracking and segmentation of leads, helping advisors to always be on top of their growth strategy.