Practice Management

You take care of your clients, we'll take care of your practice

Reclaim up to 19 hours a week for clients and growth, with the entire back office handled for you.

See how it works

hours saved per week

Service

more households in year 1

vendors in 1

what’s included

Run a bigger practice without building the back office

Your day-to-day, and your next big move

You're never alone. Your Advisor Experience Manager (AEM) provides proactive guidance, strategic coaching, and ongoing partnership to help you get the most from the Savvy platform. When you're ready to explore 401(k)s or a new niche, just share your idea, and we'll help you bring it to life.

Your clients stay covered, without you in the weeds

Your Client Service Associate runs money movements, account maintenance, onboarding, custodian coordination, and DocuSign, all in the Savvy dashboard.

Your whole practice in one login

One dashboard replaces 23 vendors: your Savvy dash includes Savvy Intelligence, CRM, client service tasks, AI email drafts and summaries, and reporting. Monitoring, rebalancing, and tax-loss harvesting run in the background.

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from advisors

“Instead of doing admin at night, I'm playing with my kids. And I get more time with centers of influence, CPAs and attorneys, which is how I grow my business. I'm working on my practice, not just in it, and that's paid tremendous dividends over the past two years.”

Josh Bergman

Wealth Founder, JBN Wealth - Powered by SavvyManager

“Being at Savvy absolutely helps us serve our clients better. We can focus on offering boutique, customized services and being there for clients, without worrying about all the compliance, marketing, and day-to-day activities because we have a large RIA behind us.”

Susan Jones

Co-Founder, Sorelle Wealth Partners - Powered by Savvy

“The client service team at Savvy comes through for me every single day. My CSA is fantastic — not a single mistake since we got here, no misspelled names, no typos, and quick. I haven't had to call our custodian once this year because she handles it. I know I can rely on them, especially when I'm away.”

Arynton Hardy

Founder, Hardy Capital - Powered by Savvy

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FAQ

What does Savvy's client service team handle for me?

Savvy's client service team handles the full client lifecycle, including account openings, ACATs (account transfers between firms), address changes, and money movements. Investment decisions, trading, and financial planning creation are handled by other dedicated Savvy teams, so advisors aren't carrying back-office work alone.

Will I have a dedicated point of contact if something goes wrong?

Yes. Every Savvy advisor has an Advisor Experience Manager as an ongoing advocate for issues ranging from technology setup to payout questions, plus a Client Service Associate for day-to-day servicing. Both are reachable directly over Slack, so questions don't sit in a ticket queue.

What does onboarding look like on day 1 at Savvy?

A Transition Onboarding Manager guides each advisor through their initial move to Savvy, while Savvy's compliance team handles U4 filings, Form ADV Part 2B filings, and custodian registration in parallel. Most advisors complete their transition to Savvy in 1 to 3 months, depending on their situation and custodian.

Do I get a dedicated Client Service Associate at Savvy?

Support scales with practice size at Savvy. Every advisor has access to a Client Service Associate, and a fully dedicated 1:1 CSA is available for larger practices. An Advisor Experience Manager can help determine what level of support fits a specific book of business.

What's the advisor community like at Savvy?

Advisors on Savvy help shape the platform directly through feedback, rather than using a product handed down from a vendor. Every quarter, Savvy builds new features that advisors on the platform have specifically requested, creating a community advisors help build together.

Featured advisors are affiliated with Savvy Advisors, Inc. and were not compensated specifically for their statements. Their experiences are personal and may not be representative of others. No similar experience or result is guaranteed.

"Save up to 19 hours/week" reflects time savings self-reported by select Savvy advisors on middle- and back-office workflows. These results are not independently verified, and not a guarantee of future results. Individual results vary.

"Replaces 23 vendors" refers to the distinct functional software and service categories that Savvy Wealth's integrated platform is designed to consolidate for an advisory practice. These categories are: team messaging; email; scheduling; meeting note-taking; CRM; custodial services; alternative investment access; cash management; tax planning; tax filing; financial planning; video meetings; email marketing; digital marketing; SEO/AEO; billing and performance reporting; trading and rebalancing; compliance and regulatory technology (including communications archiving and surveillance); document management; client portal and communications; e-signatures; accounting; and cybersecurity. This figure reflects the number of functional categories addressed by the platform, not a representation that every advisor will eliminate 23 separate vendor relationships. Certain functions are provided directly by Savvy Wealth and others through integrated third-party providers, some of which may require additional subscriptions or agreements. The specific tools an advisor can replace will vary based on their existing technology stack, business model, custodial relationships, and platform configuration. Savvy Wealth is not sponsored by or endorsed by any third-party vendors referenced in related comparisons. This statement is for informational purposes only.