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features
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support

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Description

Simplifying PR Reporting. Provide your clients with a comprehensive report that quantifies your value and demonstrates the return on investment of partnering with you. Discover more about our mission with Purpose, as we strive to ease the workload of publicists. Our team is committed to delivering solutions that enhance the efficiency of how publicists report their results to clients. Secure more business and foster long-term client relationships by visualizing the impact you create. Stay ahead with Media Monitoring, ensuring you’re the first to learn about your client’s features in the press. Experience the ease of Streamlined PR Reporting, where you can transform numerous press mentions into an impressive report with just one click. Enhance your understanding with Social Media Listening, which brings the social discussions about your clients into clear view. Gain insights through Detailed Analytics that help you illustrate your value, showing clients exactly why you are worth every cent. Explore our Plans and Prices to stop wasting valuable time on tracking media mentions, manually crafting intricate reports, and sifting through data, and instead, leverage the most comprehensive and user-friendly tools available to make your work seamless. Your effectiveness as a publicist should be celebrated, and our solutions are here to help you achieve that recognition effortlessly.

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

Screenshots View All

Screenshots View All

Integrations

Samplead

Integrations

Samplead

Pricing Details

$95 per month
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

Covered Press

Founded

2020

Country

United States

Website

coveredpress.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Public Relations

Article Author Database
Auto-Update Media Lists
Campaign Management
Clippings Management
Communications Calendar
Contact Management
Digital Asset Management
Direct Mail Management
Email Distribution
Press Monitoring
Press Release Builder

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

Alternatives

Alternatives

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