Savvy Intelligence Open House
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Most "AI for advisors" tools do one thing well, then hand you off; open your notetaker, then your CRM, then your email client, then your planning software. Savvy Intelligence runs the whole meeting lifecycle inside one workspace, because it's built on one client record instead of a patchwork of integrations.
Join us live to watch it work, start to finish, on a real household: prep, agenda, live charts, a full planning scenario run in the room, recap, and a client-ready deliverable, all in one thread.
Meeting Prep handled, before you ask. See prep land automatically, a week ahead of the meeting. No prompting, no opening a chat window.
From charts to a full plan, live. Watch a planning scenario — Roth conversion, cash flow, whatever the household needs — run in real time off the same data, without switching tools.
One record, not four tools. Understand why Savvy Intelligence doesn't just integrate with your client data, it's built on it.
Where it's next: A first look at what's shipping next. From one household to your whole book, prospecting follow-ups, portfolio recommendations, and themes across every call.
Register to the webinar
"Why would I ever go to another tool for a Roth conversion conversation when Savvy handles it just like that?"
"A client asked what to do with a $40K refund. I ran it through Savvy's Financial Planning Agent, and it not only recommended shoring up her cash and reinvesting the proceeds, which was my plan, but it also flagged a Roth contribution I'd overlooked.”
“I knocked out income planning projections for a client with the AI planning agent in twenty minutes; Social Security planning, phantom stock impact, RMD projections, a Roth conversion strategy, all while balancing IRMAA surcharges and preserving the non-qualified account."
"Savvy Intelligence is great at flagging those things that would've taken me a while to notice on my own. That alone saves me hours and gives my clients a better result."
"This week I used it to prep for a client meeting and it surfaced planning topics I hadn't considered, things that would've taken me hours to piece together on my own."
"Savvy Intelligence - a (truly), first-of-its-kind AI Financial Planning tool - built for real advisors, working with real client data, to help our clients navigate the ebbs and flows of real life - when they happen, not days or weeks later."
"Allows us to focus on the real, human conversations that move the needle."
