Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We are confident that Savvy CM Professional™ offers unparalleled value in the realm of web-based content management software, even when compared to open-source options. You may have stumbled upon us during your online search for content management solutions, received our promotional materials, or perhaps found our site by chance. However you arrived, it’s likely that you understand the significance of being able to update your website efficiently. This realization often comes from a tedious and costly experience. It is essential to involve non-technical staff in the evaluation of CMS software to guarantee that it meets the needs of all users within your organization. When you compare Savvy Content Manager to any other web content management tool on the market, you'll discover that it stands out as the most user-friendly option for your everyday content contributors. Our commitment to simplicity and effectiveness makes Savvy CM Professional™ a top choice for businesses seeking a reliable content management solution.
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
$1350.01/one-time
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
Savvy Software
Website
www.besavvy.com/why_savvy.cfm
Vendor Details
Company Name
Savvy
Country
United States
Website
www.savvywealth.com
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
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