Wealth Management Platform – Savvy

Savvy is a powerful RIA and wealth management platform for financial advisors. Using the Savvy platform simplifies and automates complex CRM, back-office tasks, client services, marketing workflows and more. Savvy also enables the automation of various tasks, such as rapid onboarding of new accounts, quick generation of client financial strategy recommendations and streamlined delivery of financial planning services. Savvy even offers a lead generation and marketing system to help advisors grow their client base. Ready to find out how Savvy can boost your wealth management business?