Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Axisoft stands out as a premier financial technology service provider with locations in Hong Kong, Singapore, Shanghai, Zhuhai, and Shenzhen. Since our establishment in 1998, we have been instrumental in assisting leading private banks worldwide in enhancing their profitability by implementing our solutions across various nations. Our distinctiveness lies in our extensive expertise in both finance and technology, along with our ability to deliver top-tier industry solutions, execute high-quality applications, and offer the best local support possible. Every member of the Axisoft team is well-versed in both financial and technological domains, allowing us to effectively comprehend and address financial challenges and needs. This cross-disciplinary knowledge empowers us to leverage the most suitable technologies to help financial institutions meet their business goals. Furthermore, our offerings have consistently garnered praise within the technology community for their innovation and effectiveness. Our commitment to excellence ensures that we remain at the forefront of the financial technology landscape.
Description
Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axisoft
Founded
1998
Country
China
Website
www.axisoft.com
Vendor Details
Company Name
Savvy
Country
United States
Website
www.savvywealth.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management