An integrated financial ecosystem for your clients
Financial planning, tax planning, and estate all integrated by Savvy Intelligence, so you can deliver comprehensive advice without patching together outside vendors
Tax + investment + planning in one integrated workspace
Full-picture advice for every client household
Planning and ops aligned, automatically
Every dimension of your clients' financial lives, in one place
Estate and legacy coordination
Beneficiary tracking, estate document coordination, and legacy conversations that deepen client relationships and drive referrals across generations. You bring the advice; the platform handles the organization.
Coordination across the household
See every account across a household in one place. Savvy Intelligence reasons across it all, tax, investments, and planning, so you manage wealth holistically, even for complex situations. Everything connected, everything current.
Own the whole relationship
Book a walkthrough of planning, tax, and estate on your book
Related services
FAQ
Advisors stay in control of investment decisions for their clients at Savvy. In-house tools like SWIM (Savvy Wealth Investment Management), direct indexing, tax-loss harvesting, and an alternatives database support advisors in managing their books, rather than replacing their investment decisions.
Full-suite tax and estate planning services are on Savvy's roadmap, as part of a connected financial ecosystem for advisors. Today, Savvy's financial-services focus is investment management, Savvy Intelligence, and the Planning Agent. Advisors can ask their point of contact at Savvy for current timing on new service rollouts.
Savvy Intelligence is built fiduciary-grade, with zero data retention agreements in place from all model providers, so none of your client data is used to train AI models. Every output from Savvy Intelligence is reviewable by the advisor before it reaches a client, so the advisor remains the final check on anything shared with clients.
Yes. Savvy works with Plaid, so clients can connect outside accounts directly during onboarding. Most clients complete the process through a simple, guide mobile flow that takes about 10 minutes, without needing to visit a branch or fill out paperwork.