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features
design
support

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Description

Is your investment strategy lacking the asset class that the affluent favor? For more than three decades, real estate has consistently outperformed the stock market, all while exhibiting lower daily fluctuations. Move away from the unpredictable nature of the stock market and enhance your wealth through real estate investments. The most affluent individuals have relied on real estate for wealth accumulation for many years. Now, it’s your opportunity to join them. At DiversyFund, we simplify the process of acquiring shares in a thoroughly screened portfolio of multifamily real estate. With just a click, you can become a part-owner of our fund, which encompasses various properties. Your investment portfolio will be tailored with a singular objective: to increase your net worth like the top 1%. DiversyFund is revolutionizing how ordinary investors accumulate wealth. Discover how we enable the 99% to achieve financial independence and break free from traditional barriers. Our foundation is built on the conviction that everyone should have access to the wealth-building resources that the affluent have utilized to develop and maintain wealth across generations. Embrace this opportunity to transform your financial future today.

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

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

DiversifyFund

Founded

2014

Country

United States

Website

diversyfund.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

Alternatives

Alternatives

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