Here’s what we shipped this month to improve workflows and how Savvy Advisors' feedback shapes what comes next.
Just Shipped: Faster, Clearer Trade Requests
We’ve redesigned the trade request experience to give you clearer visibility, faster trade building, and a smarter review step that shows real-time impact before you submit. Same submission flow, now faster, clearer, and more informed.
See what you can actually trade. Available cash, upfront: Quickly understand what’s deployable with available cash shown alongside buying power, no guesswork.
Build trades faster. Smarter trade building: Search by symbol or jump straight into positions. Liquidate with one-click “Sell All” when needed.
Know the impact before you submit. Real-time trade impact: See estimated cost and net cash impact before submitting, so you can move with confidence.
Just Shipped: Improved Task Notification Controls & Tag Descriptions
Select when you want to receive a notification on a task that is due. Now you can multi-select to get notified day of, 3 days before, 1 week before, or 2 weeks before. Notifications for tasks are also now delivered to the person who has the task assigned to them. This helps clear up notifications and make sure you're seeing the alerts that matter, when they matter.
You can now create descriptions for tags
Descriptions appear in the Tags table under a new column. When you merge tags, you can choose to draft a revised description or keep one of the previous descriptions. This makes it easier to collaborate with tags and stay on top of your client organization.
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