Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

At the heart of our mission lies the ability to forge connections for our clients—linking them to consumers, business partners, vendors, social media, and ultimately, pathways to success. We thoroughly investigate your business landscape, examining your challenges, obstacles, aspirations, and objectives. This deep dive enables us to uncover potential opportunities, outline actionable projects, and develop solutions with clearly defined return on investment and targets in mind. To put it plainly, we are passionate enthusiasts who operate on the leading edge of innovation, crafting platforms and tailored technological solutions. While we embrace our inner nerd, we remain grounded, ensuring we focus on what truly matters: achieving tangible results. Our approach begins with strategies free from technological constraints, which we then enhance with a detailed execution plan that incorporates reliable technology to fulfill our strategic vision. In instances where existing technology falls short, we are committed to innovating and creating what is necessary. No matter how we approach solution delivery, our unwavering aim is to drive customer success and maximize return on investment while continually adapting to the evolving 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

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

Supervisor Systems

Website

www.feedsupervisor.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Farm Management

Barcoding / RFID
Built-in Accounting
CRM
Contract Management
Crop Management
Customer Management
Financial Management
Greenhouse Management
Inventory Management
Labor Management
Livestock Management
Order Processing
Pricing Management
Supplier Management
Traceability
Weather Records

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

Summit Reviews

Summit

Summit Wealth Systems
NerdPal Reviews

NerdPal

SnapXam
NaviPlan Reviews

NaviPlan

Advicent