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

Discover how Savvi can swiftly address your business obstacles while enhancing operational effectiveness and enabling your team to thrive. Begin by selecting the decision, recommendation, or prediction you aim to automate using AI technology. With a straightforward line of code in your application, you can seamlessly integrate your existing data or initiate a data cold start. Savvi takes care of your AI application from start to finish, allowing you to outline your prediction or decision parameters, pinpoint your business objectives, and publish your results. The platform efficiently gathers data, trains machine learning models, develops your objective function, and deploys the AI application into your product. Additionally, Savvi continuously adapts to enhance performance relative to your goals. In under a few weeks, Savvi can securely gather data from your product and train an ML model, making it incredibly easy—simply insert a snippet of Savvi’s code and you're ready to go. Say goodbye to the necessity of a complex data architecture project to embark on your AI journey, as Savvi simplifies the pathway to innovation. By streamlining the process, Savvi empowers businesses to embrace AI with confidence and agility.

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

Amazon S3
Google Analytics
Google Cloud BigQuery
Google Drive
Google Sheets
JavaScript
Looker
Microsoft Excel
MySQL
PostgreSQL
Samplead
Snowflake
Tableau

Integrations

Amazon S3
Google Analytics
Google Cloud BigQuery
Google Drive
Google Sheets
JavaScript
Looker
Microsoft Excel
MySQL
PostgreSQL
Samplead
Snowflake
Tableau

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

SAVVI AI

Country

United States

Website

www.savviai.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

Savvy Planner Reviews

Savvy Planner

Savvy Planning Systems

Alternatives

Summit Reviews

Summit

Summit Wealth Systems
RouteSavvy Reviews

RouteSavvy

OnTerra Systems
NaviPlan Reviews

NaviPlan

Advicent