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.
vendors replaced by one integrated platform
per week reclaimed per advisor per week
Savvy Intelligence working your book
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.
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
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.
platform improvements made in 12 months
product updates / week
Fewer vendors. More value.
Related solutions
FAQ
Savvy's platform replaces 20+ tools spanning CRM, portfolio management, compliance, and client communication. Instead of stitching together a patchwork of point solutions, everything runs on one integrated architecture built end to end, so your team works from a single home base instead of a dozen logins.
Savvy Intelligence is the AI layer built into the Savvy platform, working across your entire book 24/7. Its first agent, the Financial Planning Agent, handles meeting prep, planning analysis, and follow-ups automatically. Because it runs on your complete client record instead of fragments pulled from separate tools, it can surface insights other AI tools miss.
Yes. Savvy is a registered investment adviser held to a fiduciary standard, not a software vendor optimizing for engagement. Every AI model we use operates under zero data retention: client information answers the question in front of you and is then deleted, with no client data used to train external models.
No. Savvy sits above the custodian layer as your system of record, and the platform is multi-custodian by design. Your client history, workflows, and data stay with you regardless of which custodian holds the assets, so switching custodians never means disrupting your practice.
In most cases, yes. We review your current stack during onboarding and either match it with something already built into the platform or add it as a partner integration if it's mission-critical to your business. Savvy uses an open architecture, so you get the benefit of best-in-class third-party tools alongside proprietary technology built specifically for advisors.