Savvy 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.
Savvy Alternatives
For more than twenty years, QUODD has been at the forefront of providing groundbreaking market data solutions, empowering the financial ecosystem with the most extensive collection of integrated market data APIs available. Our robust data offerings are specifically designed to meet the needs of your business, covering a wide array of market segments and ensuring cloud delivery that guarantees both reliability and scalability.
Experience data tailored to your preferences:
Data Feeds — Enjoy tick-by-tick, real-time streaming from markets worldwide, optimized for the fast-paced demands of trading and analytics.
APIs — Benefit from developer-centric, contemporary integration and authentication protocols suited for fintech companies and financial institutions.
Integrations — Achieve seamless connectivity with downstream systems and enterprise workflows, featuring cloud-native delivery and scalable on-demand options.
With QUODD, you can unlock the potential of your financial operations and stay ahead in a competitive landscape.
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NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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PortfolioPilot
PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.
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Tower
Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention.
TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.
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Company Details
Company:
Savvy
Headquarters:
United States
Website:
www.savvywealth.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
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