Savvy Intelligence Open House
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Here's how: Meet Savvy Intelligence, the only AI workspace where your entire client picture works for you in real time. The Financial Planning Agent is live now and already running with over 100 advisors and real clients. We're hosting an open demo so anyone can see it work.
A live look at the Financial Planning Agent running real workflows: client prep, portfolio analysis, meeting follow-ups, compliance checks.
Where we're taking this next and what we're building after the Financial Planning Agent.
Why we built agents on top of the complete client record, and what that makes possible.
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.â
âI 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."
