TECHNOLOGY

Grow your practice, not your tech stack

Run your entire practice from one place. Your CRM, portfolio management, and compliance live together, and Savvy Intelligence reasons across your whole book. You get the speed of a startup with a real institution behind you.

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20
+

vendors replaced by one integrated platform

19
h

per week reclaimed per advisor per week

24/7

Savvy Intelligence working your book

The full stack tech stack

Front office to back office, all working together

Many advisors are stitching together a disconnected patchwork of tools. Savvy replaces all of it with a single architecture we built end to end.

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Start your day already caught up.

Every client, every task, every conversation — from CRM and investments to documents and workflows — all in one home base instead of scattered across a dozen tabs.

The advisor experience clients actually brag about.

Live net worth, secure document sharing, and task requests in one elegant hub your clients will actually want to open.

An analyst who never sleeps, never misses a beat.

Built on your actual client data, Savvy Intelligence handles meeting prep, planning insight, and follow-ups automatically — end-to-end, across every household.

Savvy Intelligence
Advisor Dashboard preview

A live account in 5 minutes, not 5 weeks.

Account opening, LPOA, and beneficiary setup fully digital, from your client's phone. No paperwork, no double entry, no chasing signatures.

Transition support

Know the full picture before they even ask.

Portfolio, performance, planning, files, and held-away accounts consolidated into one modern household view.

Walk into every meeting already caught up.

Call transcripts, AI meeting summaries, and every relationship touchpoint, sitting right next to each client's financial picture.

Stop managing tasks. Start delegating them.

Assign trades, account openings, and follow-ups to your team or Savvy's Client Services and track it all from one service calendar.

Your input becomes our roadmap

Vote on what we build next, weigh in on what we're building early, and watch your ideas come to life fast.

100
+

platform improvements made in 12 months

~
2

product updates / week

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from advisors

"Savvy's technology compared to what we had before? Like a Ferrari versus a scooter"

Chris Benda
Founder, Benda and Co. Private Wealth - Powered by Savvy

"Savvy’s ability to adapt to the AI-changing world is a game changer. No other firm we evaluated was even close; everyone else was stitching together best-of-breed and leaving you reliant on 20 or 30 vendors."

Matt Nelson
Founder, Perspective 6 Wealth Advisors - Powered by Savvy

"You put in the request to see a new feature or something that a client wants or needs, and you have it in the blink of an eye.”

Cindy Alvarez
Wealth Manager, Savvy Wealth

"Being at Savvy keeps us at the front of the industry on AI. The way they build things like Savvy Intelligence — creating agents that let us do our jobs easier, better, and more efficiently — is a huge value-add. It frees us to do what we do best: build relationships and get into what matters most to clients."

Brian Mills
Wealth Manager, Savvy Wealth

Fewer vendors. More value.

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How we partner with advisors

Related services

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Transition support

Switch to Savvy, keep every client

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Practice management

Reclaim up to 19 hours a week

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Investment management

Institutional investment management that adapts to how you work

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Marketing & growth

In-house marketing support tailored to your brand, your market, and your goals

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FAQ

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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.

Most advisors are stitching together a disconnected patchwork of tools based on research finding that advisors use up to 18 different types of technology in a single practice, and typically juggle 8–12 software platforms, switching across 5–7 in a given day (source)